Howard Financial Services’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 | $816K | Buy |
25,502
+232
| +0.9% | +$7.42K | 0.11% | 71 |
|
|
2025
Q1 | $767K | Buy |
25,270
+180
| +0.7% | +$5.47K | 0.1% | 77 |
|
|
2024
Q4 | $864K | Sell |
25,090
-5,000
| -17% | -$172K | 0.12% | 72 |
|
|
2024
Q3 | $958K | Sell |
30,090
-20,000
| -40% | -$637K | 0.14% | 62 |
|
|
2024
Q2 | $1.42M | Hold |
50,090
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $1.45M | Hold |
50,090
| – | – | 0.25% | 46 |
|
|
2023
Q4 | $1.48M | Sell |
50,090
-10,000
| -17% | -$296K | 0.29% | 44 |
|
|
2023
Q3 | $1.28M | Hold |
60,090
| – | – | 0.29% | 45 |
|
|
2023
Q2 | $1.18M | Hold |
60,090
| – | – | 0.28% | 41 |
|
|
2023
Q1 | $1.25M | Buy |
60,090
+3,233
| +6% | +$67.1K | 0.3% | 37 |
|
|
2022
Q4 | $1.4M | Hold |
56,857
| – | – | 0.37% | 37 |
|
|
2022
Q3 | $1.45M | Sell |
56,857
-6,538
| -10% | -$166K | 0.47% | 34 |
|
|
2022
Q2 | $1.49M | Buy |
+63,395
| New | +$1.49M | 0.51% | 25 |
|
|
2020
Q2 | – | Sell |
-16,905
| Closed | -$320K | – | 116 |
|
|
2020
Q1 | $320K | Sell |
16,905
-18,472
| -52% | -$350K | 0.28% | 49 |
|
|
2019
Q4 | $1.11M | Sell |
35,377
-8,850
| -20% | -$278K | 0.68% | 30 |
|
|
2019
Q3 | $1.31M | Hold |
44,227
| – | – | 0.87% | 25 |
|
|
2019
Q2 | $1.28M | Hold |
44,227
| – | – | 0.88% | 25 |
|
|
2019
Q1 | $1.25M | Hold |
44,227
| – | – | 0.89% | 25 |
|
|
2018
Q4 | $1.16M | Buy |
+44,227
| New | +$1.16M | 0.89% | 23 |
|