Creative Planning’s Cadence Bancorporation CADE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,646	Closed	-$262K	–	2780
2021 Q1	$262K	Buy	12,646 +500	+4%	+$10.2K	﹤0.01%	1882
2020 Q4	$199K	Sell	12,146 -10,775	-47%	-$143K	﹤0.01%	1906
2020 Q3	$197K	Buy	22,921 +351	+2%	+$3.03K	﹤0.01%	1688
2020 Q2	$200K	Hold	22,570	–	–	﹤0.01%	1534
2020 Q1	$148K	Buy	22,570 +838	+4%	+$11.6K	﹤0.01%	1459
2019 Q4	$394K	Buy	21,732 +6,553	+43%	+$110K	﹤0.01%	1245
2019 Q3	$266K	Sell	15,179 -2,420	-14%	-$41.4K	﹤0.01%	1435
2019 Q2	$366K	Sell	17,599 -2,239	-11%	-$46K	﹤0.01%	1248
2019 Q1	$368K	Buy	+19,838	New	+$377K	﹤0.01%	1214
2017 Q3	–	Sell	-200	Closed	-$4K	–	4774
2017 Q2	$4K	Buy	+200	New	+$4.46K	﹤0.01%	4151