Cerity 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
Q2 | $1.59M | Sell |
49,613
-15,688
| -24% | -$502K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $1.98M | Sell |
65,301
-2,091
| -3% | -$63.5K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $2.17M | Buy |
67,392
+3,015
| +5% | +$97.2K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $2.05M | Buy |
64,377
+15,312
| +31% | +$488K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $1.39M | Sell |
49,065
-12,340
| -20% | -$349K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $1.78M | Buy |
+61,405
| New | +$1.78M | ﹤0.01% | 1024 |
|
|
2022
Q4 | – | Sell |
-8,635
| Closed | -$219K | – | 1491 |
|
|
2022
Q3 | $219K | Buy |
+8,635
| New | +$219K | ﹤0.01% | 1022 |
|
|
2017
Q4 | – | Sell |
-12,755
| Closed | -$409K | – | 559 |
|
|
2017
Q3 | $409K | Buy |
+12,755
| New | +$409K | 0.03% | 358 |
|