Concurrent Investment Advisors’s Cadence Bank CADE Stock Holding History

Concurrent Investment Advisors’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Hold
2025 Q1	$989K	Buy
2024 Q4	$1.09M	Sell
2024 Q3	$1.25M	Sell
2024 Q2	$2.19M	Sell
2024 Q1	$2.31M	Sell
2023 Q4	$2.4M	Buy