CAPTRUST Financial Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
21,988
+2,579
| +13% | +$82.5K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $589K | Sell |
19,409
-4,241
| -18% | -$129K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $815K | Buy |
23,650
+44
| +0.2% | +$1.52K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $752K | Buy |
23,606
+8,431
| +56% | +$269K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $429K | Sell |
15,175
-15
| -0.1% | -$424 | ﹤0.01% | 1584 |
|
|
2024
Q1 | $441K | Sell |
15,190
-27,143
| -64% | -$787K | ﹤0.01% | 1554 |
|
|
2023
Q4 | $1.25M | Sell |
42,333
-875
| -2% | -$25.9K | ﹤0.01% | 1141 |
|
|
2023
Q3 | $917K | Buy |
43,208
+24,690
| +133% | +$524K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $364K | Sell |
18,518
-1,421
| -7% | -$27.9K | ﹤0.01% | 1833 |
|
|
2023
Q1 | $414K | Buy |
19,939
+4,993
| +33% | +$104K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $369K | Sell |
14,946
-707
| -5% | -$17.4K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $398K | Buy |
15,653
+167
| +1% | +$4.25K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $367K | Sell |
15,486
-293
| -2% | -$6.94K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $465K | Buy |
15,779
+2,542
| +19% | +$74.9K | ﹤0.01% | 1184 |
|
|
2021
Q4 | $397K | Buy |
13,237
+10,094
| +321% | +$303K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $94K | Buy |
3,143
+305
| +11% | +$9.12K | ﹤0.01% | 2127 |
|
|
2021
Q2 | $81K | Buy |
2,838
+1
| +0% | +$29 | ﹤0.01% | 2184 |
|
|
2021
Q1 | $93K | Buy |
2,837
+2,627
| +1,251% | +$86.1K | ﹤0.01% | 2009 |
|
|
2020
Q4 | $6K | Buy |
210
+100
| +91% | +$2.86K | ﹤0.01% | 2759 |
|
|
2020
Q3 | $2K | Sell |
110
-771
| -88% | -$14K | ﹤0.01% | 2743 |
|
|
2020
Q2 | $19K | Buy |
+881
| New | +$19K | ﹤0.01% | 1951 |
|
|
2019
Q4 | – | Sell |
-918
| Closed | -$27K | – | 1116 |
|
|
2019
Q3 | $27K | Sell |
918
-19
| -2% | -$559 | ﹤0.01% | 1205 |
|
|
2019
Q2 | $27K | Sell |
937
-174
| -16% | -$5.01K | ﹤0.01% | 1178 |
|
|
2019
Q1 | $32K | Buy |
1,111
+583
| +110% | +$16.8K | ﹤0.01% | 1023 |
|
|
2018
Q4 | $14K | Buy |
528
+328
| +164% | +$8.7K | ﹤0.01% | 1125 |
|
|
2018
Q3 | $7K | Sell |
200
-96
| -32% | -$3.36K | ﹤0.01% | 1294 |
|
|
2018
Q2 | $10K | Buy |
296
+112
| +61% | +$3.78K | ﹤0.01% | 1164 |
|
|
2018
Q1 | $6K | Sell |
184
-14
| -7% | -$457 | ﹤0.01% | 1126 |
|
|
2017
Q4 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 1094 |
|