EverSource Wealth Advisors’s Cadence Bank CADE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72K Buy
2025
Q1
$30.2K Buy
2024
Q4
$30.1K Sell
2024
Q3
$30.6K Sell
2024
Q2
$38.1K Buy
2024
Q1
$28.8K Buy
2023
Q4
$28.1K Sell
2023
Q3
$39.3K Sell
2023
Q2
$36.9K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$3K Sell
2022
Q2
$7K Sell
2022
Q1
$20K Hold
2021
Q4
$21K Buy