HBK Sorce Advisory’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
1,116
+241
| +28% | +$74.3K | 0.01% | 424 |
|
|
2025
Q1 | $223K | Sell |
875
-145
| -14% | -$36.9K | 0.01% | 514 |
|
|
2024
Q4 | $306K | Buy |
1,020
+9
| +0.9% | +$2.7K | 0.01% | 447 |
|
|
2024
Q3 | $274K | Sell |
1,011
-63
| -6% | -$17.1K | 0.01% | 470 |
|
|
2024
Q2 | $331K | Buy |
+1,074
| New | +$331K | 0.01% | 416 |
|
|
2023
Q3 | – | Sell |
-1,196
| Closed | -$280K | – | 563 |
|
|
2023
Q2 | $280K | Buy |
1,196
+30
| +3% | +$7.04K | 0.01% | 451 |
|
|
2023
Q1 | $245K | Sell |
1,166
-1,274
| -52% | -$268K | 0.01% | 482 |
|
|
2022
Q4 | $392K | Buy |
+2,440
| New | +$392K | 0.01% | 472 |
|