Financial Advisory Group’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $245K | Hold |
8,450
| – | – | 0.04% | 79 |
|
|
2023
Q4 | $250K | Buy |
+8,450
| New | +$250K | 0.05% | 76 |
|
|
2023
Q1 | – | Sell |
-8,450
| Closed | -$208K | – | 89 |
|
|
2022
Q4 | $208K | Hold |
8,450
| – | – | 0.04% | 84 |
|
|
2022
Q3 | $215K | Sell |
8,450
-2,836
| -25% | -$72.2K | 0.05% | 83 |
|
|
2022
Q2 | $265K | Hold |
11,286
| – | – | 0.06% | 75 |
|
|
2022
Q1 | $330K | Hold |
11,286
| – | – | 0.06% | 71 |
|
|
2021
Q4 | $336K | Buy |
11,286
+2,836
| +34% | +$84.4K | 0.07% | 72 |
|
|
2021
Q3 | $252K | Hold |
8,450
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $239K | Hold |
8,450
| – | – | 0.06% | 80 |
|
|
2021
Q1 | $274K | Sell |
8,450
-1,650
| -16% | -$53.5K | 0.07% | 67 |
|
|
2020
Q4 | $277K | Sell |
10,100
-3,341
| -25% | -$91.6K | 0.07% | 72 |
|
|
2020
Q3 | $260K | Sell |
13,441
-1,000
| -7% | -$19.3K | 0.08% | 64 |
|
|
2020
Q2 | $328K | Sell |
14,441
-325
| -2% | -$7.38K | 0.11% | 52 |
|
|
2020
Q1 | $279K | Hold |
14,766
| – | – | 0.09% | 56 |
|
|
2019
Q4 | $464K | Sell |
14,766
-1,358
| -8% | -$42.7K | 0.12% | 50 |
|
|
2019
Q3 | $477K | Sell |
16,124
-1,000
| -6% | -$29.6K | 0.13% | 48 |
|
|
2019
Q2 | $482K | Sell |
17,124
-5,260
| -23% | -$148K | 0.13% | 47 |
|
|
2019
Q1 | $632K | Sell |
22,384
-2,064
| -8% | -$58.3K | 0.17% | 41 |
|
|
2018
Q4 | $639K | Buy |
+24,448
| New | +$639K | 0.2% | 38 |
|