Covestor’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 | $121K | Buy |
3,782
+3,176
| +524% | +$102K | 0.07% | 439 |
|
|
2025
Q1 | $19K | Buy |
606
+258
| +74% | +$8.09K | 0.01% | 1210 |
|
|
2024
Q4 | $12K | Buy |
348
+1
| +0.3% | +$34 | 0.01% | 1418 |
|
|
2024
Q3 | $11K | Hold |
347
| – | – | 0.01% | 1477 |
|
|
2024
Q2 | $10K | Buy |
347
+2
| +0.6% | +$58 | 0.01% | 1519 |
|
|
2024
Q1 | $10K | Sell |
345
-4,404
| -93% | -$128K | 0.01% | 1569 |
|
|
2023
Q4 | $141K | Sell |
4,749
-3,534
| -43% | -$105K | 0.1% | 280 |
|
|
2023
Q3 | $176K | Buy |
8,283
+119
| +1% | +$2.53K | 0.13% | 152 |
|
|
2023
Q2 | $160K | Buy |
8,164
+4,645
| +132% | +$91K | 0.12% | 197 |
|
|
2023
Q1 | $73K | Buy |
3,519
+2,534
| +257% | +$52.6K | 0.06% | 543 |
|
|
2022
Q4 | $24K | Sell |
985
-559
| -36% | -$13.6K | 0.02% | 974 |
|
|
2022
Q3 | $39K | Buy |
1,544
+4
| +0.3% | +$101 | 0.03% | 786 |
|
|
2022
Q2 | $36K | Sell |
1,540
-915
| -37% | -$21.4K | 0.03% | 820 |
|
|
2022
Q1 | $72K | Buy |
2,455
+1,608
| +190% | +$47.2K | 0.05% | 677 |
|
|
2021
Q4 | $25K | Buy |
+847
| New | +$25K | 0.04% | 794 |
|