Envestnet Asset Management’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
65,352
+3,684
| +6% | +$118K | ﹤0.01% | 2798 |
|
|
2025
Q1 | $1.87M | Buy |
61,668
+923
| +2% | +$28K | ﹤0.01% | 2778 |
|
|
2024
Q4 | $2.09M | Buy |
60,745
+1,494
| +3% | +$51.5K | ﹤0.01% | 2663 |
|
|
2024
Q3 | $1.89M | Buy |
59,251
+17,152
| +41% | +$546K | ﹤0.01% | 2698 |
|
|
2024
Q2 | $1.19M | Buy |
42,099
+20,662
| +96% | +$584K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $622K | Buy |
21,437
+2,380
| +12% | +$69K | ﹤0.01% | 3309 |
|
|
2023
Q4 | $564K | Buy |
19,057
+4,142
| +28% | +$123K | ﹤0.01% | 3267 |
|
|
2023
Q3 | $316K | Buy |
14,915
+402
| +3% | +$8.53K | ﹤0.01% | 3503 |
|
|
2023
Q2 | $285K | Buy |
14,513
+1,793
| +14% | +$35.2K | ﹤0.01% | 3514 |
|
|
2023
Q1 | $264K | Buy |
12,720
+1,925
| +18% | +$40K | ﹤0.01% | 3508 |
|
|
2022
Q4 | $266K | Sell |
10,795
-148
| -1% | -$3.65K | ﹤0.01% | 3497 |
|
|
2022
Q3 | $278K | Sell |
10,943
-179
| -2% | -$4.55K | ﹤0.01% | 3394 |
|
|
2022
Q2 | $261K | Sell |
11,122
-15,503
| -58% | -$364K | ﹤0.01% | 3439 |
|
|
2022
Q1 | $779K | Sell |
26,625
-5,132
| -16% | -$150K | ﹤0.01% | 2841 |
|
|
2021
Q4 | $946K | Buy |
31,757
+14,062
| +79% | +$419K | ﹤0.01% | 2669 |
|
|
2021
Q3 | $527K | Buy |
+17,695
| New | +$527K | ﹤0.01% | 2936 |
|
|
2019
Q3 | – | Sell |
-36,598
| Closed | -$1.06M | – | 3083 |
|
|
2019
Q2 | $1.06M | Buy |
36,598
+76
| +0.2% | +$2.21K | ﹤0.01% | 1896 |
|
|
2019
Q1 | $1.03M | Buy |
+36,522
| New | +$1.03M | ﹤0.01% | 1892 |
|
|
2018
Q3 | – | Sell |
-340
| Closed | -$11K | – | 1430 |
|
|
2018
Q2 | $11K | Hold |
340
| – | – | ﹤0.01% | 2517 |
|
|
2018
Q1 | $11K | Hold |
340
| – | – | ﹤0.01% | 2473 |
|
|
2017
Q4 | $11K | Hold |
340
| – | – | ﹤0.01% | 2607 |
|
|
2017
Q3 | $11K | Sell |
340
-73
| -18% | -$2.36K | ﹤0.01% | 2575 |
|
|
2017
Q2 | $13K | Hold |
413
| – | – | ﹤0.01% | 2670 |
|
|
2017
Q1 | $13K | Sell |
413
-19
| -4% | -$598 | ﹤0.01% | 2738 |
|
|
2016
Q4 | $13K | Buy |
+432
| New | +$13K | ﹤0.01% | 2731 |
|
|
2016
Q1 | – | Sell |
-7,368
| Closed | -$177K | – | 3083 |
|
|
2015
Q4 | $177K | Buy |
7,368
+757
| +11% | +$18.2K | ﹤0.01% | 2091 |
|
|
2015
Q3 | $157K | Buy |
+6,611
| New | +$157K | ﹤0.01% | 2142 |
|
|
2015
Q1 | – | Sell |
-1,332
| Closed | -$30K | – | 2067 |
|
|
2014
Q4 | $30K | Buy |
1,332
+164
| +14% | +$3.69K | ﹤0.01% | 1600 |
|
|
2014
Q3 | $24K | Buy |
1,168
+415
| +55% | +$8.53K | ﹤0.01% | 1797 |
|
|
2014
Q2 | $19K | Buy |
+753
| New | +$19K | ﹤0.01% | 1773 |
|