CIA
Concurrent Investment Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
32,580
| – | – | 0.02% | 578 |
|
|
2025
Q1 | $989K | Buy |
32,580
+1,056
| +3% | +$32.1K | 0.02% | 545 |
|
|
2024
Q4 | $1.09M | Sell |
31,524
-7,692
| -20% | -$265K | 0.03% | 467 |
|
|
2024
Q3 | $1.25M | Sell |
39,216
-38,278
| -49% | -$1.22M | 0.04% | 417 |
|
|
2024
Q2 | $2.19M | Sell |
77,494
-2,292
| -3% | -$64.8K | 0.07% | 249 |
|
|
2024
Q1 | $2.31M | Sell |
79,786
-1,368
| -2% | -$39.7K | 0.09% | 222 |
|
|
2023
Q4 | $2.4M | Buy |
+81,154
| New | +$2.4M | 0.11% | 197 |
|