Forum Financial Management’s Cadence Bank CADE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy	7,055 +458	+7%	+$14.6K	﹤0.01%	834
2025 Q1	$200K	Buy	6,597 +319	+5%	+$9.69K	﹤0.01%	825
2024 Q4	$216K	Buy	+6,278	New	+$216K	﹤0.01%	807