HIP
Harrell Investment Partners’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,455
| Closed | -$398K | – | 90 |
|
|
2023
Q4 | $398K | Hold |
13,455
| – | – | 0.12% | 75 |
|
|
2023
Q3 | $279K | Hold |
13,455
| – | – | 0.1% | 87 |
|
|
2023
Q2 | $264K | Hold |
13,455
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $279K | Hold |
13,455
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $332K | Hold |
13,455
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $342K | Hold |
13,455
| – | – | 0.14% | 78 |
|
|
2022
Q2 | $316K | Hold |
13,455
| – | – | 0.13% | 80 |
|
|
2022
Q1 | $394K | Buy |
13,455
+90
| +0.7% | +$2.64K | 0.14% | 83 |
|
|
2021
Q4 | $398K | Hold |
13,365
| – | – | 0.12% | 83 |
|
|
2021
Q3 | $398K | Hold |
13,365
| – | – | 0.13% | 85 |
|
|
2021
Q2 | $379K | Hold |
13,365
| – | – | 0.12% | 85 |
|
|
2021
Q1 | $434K | Hold |
13,365
| – | – | 0.15% | 82 |
|
|
2020
Q4 | $367K | Hold |
13,365
| – | – | 0.14% | 80 |
|
|
2020
Q3 | $259K | Hold |
13,365
| – | – | 0.11% | 77 |
|
|
2020
Q2 | $304K | Buy |
13,365
+11,846
| +780% | +$269K | 0.15% | 71 |
|
|
2020
Q1 | $253K | Sell |
1,519
-11,846
| -89% | -$1.97M | 0.14% | 77 |
|
|
2019
Q4 | $419K | Buy |
+13,365
| New | +$419K | 0.19% | 72 |
|