Castleview Partners’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-763
| Closed | -$25.7K | – | 233 |
|
|
2024
Q4 | $25.7K | Hold |
763
| – | – | 0.01% | 434 |
|
|
2024
Q3 | $24.3K | Hold |
763
| – | – | 0.01% | 418 |
|
|
2024
Q2 | $21.6K | Hold |
763
| – | – | 0.01% | 432 |
|
|
2024
Q1 | $22.1K | Hold |
763
| – | – | 0.01% | 452 |
|
|
2023
Q4 | $22.6K | Hold |
763
| – | – | 0.02% | 418 |
|
|
2023
Q3 | $16.2K | Hold |
763
| – | – | 0.02% | 381 |
|
|
2023
Q2 | $15K | Hold |
763
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $15.8K | Hold |
763
| – | – | 0.01% | 369 |
|
|
2022
Q4 | $18.8K | Hold |
763
| – | – | 0.02% | 302 |
|
|
2022
Q3 | $19K | Buy |
763
+463
| +154% | +$11.5K | 0.02% | 322 |
|
|
2022
Q2 | $1.31K | Sell |
300
-463
| -61% | -$2.03K | ﹤0.01% | 663 |
|
|
2022
Q1 | $22K | Buy |
+763
| New | +$22K | 0.01% | 419 |
|
|
2021
Q2 | $22K | Buy |
+763
| New | +$22K | 0.01% | 539 |
|