EverSource Wealth Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Buy |
2,252
+1,258
| +127% | +$40.2K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $30.2K | Buy |
994
+120
| +14% | +$3.64K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $30.1K | Sell |
874
-87
| -9% | -$3K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $30.6K | Sell |
961
-198
| -17% | -$6.31K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $38.1K | Buy |
1,159
+118
| +11% | +$3.88K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $28.8K | Buy |
1,041
+90
| +9% | +$2.49K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $28.1K | Sell |
951
-903
| -49% | -$26.7K | ﹤0.01% | 1100 |
|
|
2023
Q3 | $39.3K | Sell |
1,854
-24
| -1% | -$509 | ﹤0.01% | 904 |
|
|
2023
Q2 | $36.9K | Buy |
+1,878
| New | +$36.9K | ﹤0.01% | 951 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2400 |
|
|
2022
Q4 | – | Sell |
-126
| Closed | -$3K | – | 2321 |
|
|
2022
Q3 | $3K | Sell |
126
-193
| -61% | -$4.6K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $7K | Sell |
319
-362
| -53% | -$7.94K | ﹤0.01% | 1143 |
|
|
2022
Q1 | $20K | Hold |
681
| – | – | 0.01% | 694 |
|
|
2021
Q4 | $21K | Buy |
+681
| New | +$21K | 0.01% | 657 |
|