Cadence Bank’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
7,617
+634
| +9% | +$50.8K | 0.04% | 215 |
|
|
2025
Q1 | $501K | Sell |
6,983
-28
| -0.4% | -$2.01K | 0.04% | 226 |
|
|
2024
Q4 | $492K | Sell |
7,011
-39
| -0.6% | -$2.74K | 0.03% | 227 |
|
|
2024
Q3 | $398K | Sell |
7,050
-3
| -0% | -$169 | 0.03% | 243 |
|
|
2024
Q2 | $419K | Sell |
7,053
-30
| -0.4% | -$1.78K | 0.03% | 205 |
|
|
2024
Q1 | $411K | Sell |
7,083
-98
| -1% | -$5.68K | 0.03% | 243 |
|
|
2023
Q4 | $353K | Sell |
7,181
-23
| -0.3% | -$1.13K | 0.03% | 260 |
|
|
2023
Q3 | $294K | Sell |
7,204
-370
| -5% | -$15.1K | 0.03% | 270 |
|
|
2023
Q2 | $323K | Sell |
7,574
-292
| -4% | -$12.5K | 0.03% | 270 |
|
|
2023
Q1 | $294K | Buy |
7,866
+96
| +1% | +$3.59K | 0.03% | 275 |
|
|
2022
Q4 | $321K | Sell |
7,770
-292
| -4% | -$12.1K | 0.03% | 270 |
|
|
2022
Q3 | $325K | Buy |
+8,062
| New | +$325K | 0.03% | 255 |
|
|
2020
Q3 | – | Sell |
-107,945
| Closed | -$2.76M | – | 189 |
|
|
2020
Q2 | $2.76M | Sell |
107,945
-1,359
| -1% | -$34.8K | 0.57% | 49 |
|
|
2020
Q1 | $3.14M | Buy |
109,304
+5,602
| +5% | +$161K | 0.79% | 40 |
|
|
2019
Q4 | $5.58M | Buy |
103,702
+211
| +0.2% | +$11.4K | 1.03% | 23 |
|
|
2019
Q3 | $5.22M | Buy |
103,491
+3,238
| +3% | +$163K | 0.49% | 32 |
|
|
2019
Q2 | $4.74M | Buy |
100,253
+31,122
| +45% | +$1.47M | 0.46% | 35 |
|
|
2019
Q1 | $3.34M | Buy |
69,131
+654
| +1% | +$31.6K | 0.34% | 51 |
|
|
2018
Q4 | $3.16M | Buy |
68,477
+4,477
| +7% | +$206K | 0.37% | 48 |
|
|
2018
Q3 | $3.36M | Buy |
64,000
+1,334
| +2% | +$70.1K | 0.31% | 49 |
|
|
2018
Q2 | $3.47M | Buy |
62,666
+476
| +0.8% | +$26.4K | 0.31% | 48 |
|
|
2018
Q1 | $3.26M | Buy |
62,190
+2,674
| +4% | +$140K | 0.31% | 47 |
|
|
2017
Q4 | $3.61M | Buy |
+59,516
| New | +$3.61M | 0.34% | 41 |
|