Creative Planning’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 | $738K | Sell |
23,080
-5,938
| -20% | -$190K | ﹤0.01% | 2103 |
|
|
2025
Q1 | $881K | Sell |
29,018
-7,767
| -21% | -$236K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $1.27M | Buy |
36,785
+5,085
| +16% | +$175K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $1.01M | Sell |
31,700
-476
| -1% | -$15.2K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $910K | Buy |
32,176
+12,723
| +65% | +$360K | ﹤0.01% | 1471 |
|
|
2024
Q1 | $564K | Buy |
19,453
+45
| +0.2% | +$1.31K | ﹤0.01% | 1764 |
|
|
2023
Q4 | $574K | Buy |
19,408
+1,067
| +6% | +$31.6K | ﹤0.01% | 1604 |
|
|
2023
Q3 | $389K | Buy |
18,341
+706
| +4% | +$15K | ﹤0.01% | 1736 |
|
|
2023
Q2 | $346K | Buy |
17,635
+476
| +3% | +$9.35K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $356K | Buy |
17,159
+4,108
| +31% | +$85.3K | ﹤0.01% | 1685 |
|
|
2022
Q4 | $322K | Buy |
13,051
+386
| +3% | +$9.52K | ﹤0.01% | 1668 |
|
|
2022
Q3 | $322K | Buy |
12,665
+451
| +4% | +$11.5K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $287K | Sell |
12,214
-12,531
| -51% | -$294K | ﹤0.01% | 1635 |
|
|
2022
Q1 | $724K | Buy |
24,745
+3,575
| +17% | +$105K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $631K | Buy |
21,170
+4,656
| +28% | +$139K | ﹤0.01% | 1181 |
|
|
2021
Q3 | $492K | Buy |
16,514
+8
| +0% | +$238 | ﹤0.01% | 1308 |
|
|
2021
Q2 | $468K | Sell |
16,506
-382
| -2% | -$10.8K | ﹤0.01% | 1317 |
|
|
2021
Q1 | $549K | Sell |
16,888
-106
| -0.6% | -$3.45K | ﹤0.01% | 1349 |
|
|
2020
Q4 | $466K | Sell |
16,994
-12,286
| -42% | -$337K | ﹤0.01% | 1338 |
|
|
2020
Q3 | $567K | Sell |
29,280
-2,088
| -7% | -$40.4K | ﹤0.01% | 1057 |
|
|
2020
Q2 | $713K | Buy |
31,368
+14
| +0% | +$318 | ﹤0.01% | 867 |
|
|
2020
Q1 | $593K | Buy |
31,354
+14,915
| +91% | +$282K | ﹤0.01% | 850 |
|
|
2019
Q4 | $516K | Buy |
+16,439
| New | +$516K | ﹤0.01% | 1085 |
|
|
2017
Q3 | – | Sell |
-4,199
| Closed | -$128K | – | 2100 |
|
|
2017
Q2 | $128K | Buy |
4,199
+9
| +0.2% | +$274 | ﹤0.01% | 1791 |
|
|
2017
Q1 | $127K | Buy |
4,190
+9
| +0.2% | +$273 | ﹤0.01% | 1785 |
|
|
2016
Q4 | $130K | Sell |
4,181
-188
| -4% | -$5.85K | ﹤0.01% | 1676 |
|
|
2016
Q3 | $101K | Buy |
4,369
+1,730
| +66% | +$40K | ﹤0.01% | 1826 |
|
|
2016
Q2 | $60K | Buy |
2,639
+10
| +0.4% | +$227 | ﹤0.01% | 1997 |
|
|
2016
Q1 | $56K | Buy |
2,629
+481
| +22% | +$10.2K | ﹤0.01% | 1999 |
|
|
2015
Q4 | $52K | Buy |
2,148
+10
| +0.5% | +$242 | ﹤0.01% | 2057 |
|
|
2015
Q3 | $51K | Buy |
+2,138
| New | +$51K | ﹤0.01% | 2014 |
|
|
2015
Q2 | – | Sell |
-2,125
| Closed | -$49K | – | 1316 |
|
|
2015
Q1 | $49K | Sell |
2,125
-707
| -25% | -$16.3K | ﹤0.01% | 2025 |
|
|
2014
Q4 | $64K | Buy |
+2,832
| New | +$64K | ﹤0.01% | 1818 |
|