Clearstead Advisors’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	$16.7K	Buy	522 +515	+7,357%	+$16.5K	﹤0.01%	1693
2025 Q1	$213	Buy	+7	New	+$213	﹤0.01%	2121
2023 Q2	–	Sell	-78	Closed	-$1.62K	–	1388
2023 Q1	$1.62K	Hold	78	–	–	﹤0.01%	1172
2022 Q4	$1.92K	Buy	+78	New	+$1.92K	﹤0.01%	1096