IFP Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$546 | – | 2297 |
|
|
2025
Q1 | – | Hold |
0
| – | -$620 | – | 3448 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3366 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$2K | – | 3512 |
|
|
2022
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 4121 |
|
|
2022
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 4323 |
|
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 4091 |
|
|
2022
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 4091 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3487 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$1K | – | 3208 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2758 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2704 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2480 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2822 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2915 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3118 |
|
|
2019
Q1 | – | Sell |
-430
| Closed | -$11K | – | 2492 |
|
|
2018
Q4 | $11K | Buy |
+430
| New | +$11K | ﹤0.01% | 2407 |
|
|
2017
Q4 | – | Sell |
-275
| Closed | -$9K | – | 3777 |
|
|
2017
Q3 | $9K | Sell |
275
-284
| -51% | -$9.3K | ﹤0.01% | 3034 |
|
|
2017
Q2 | $17K | Hold |
559
| – | – | ﹤0.01% | 2637 |
|
|
2017
Q1 | $17K | Hold |
559
| – | – | ﹤0.01% | 2568 |
|
|
2016
Q4 | $17K | Buy |
559
+539
| +2,695% | +$16.4K | ﹤0.01% | 2542 |
|
|
2016
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 3895 |
|
|
2016
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3855 |
|
|
2016
Q1 | – | Sell |
-493
| Closed | -$12K | – | 2495 |
|
|
2015
Q4 | $12K | Buy |
+493
| New | +$12K | ﹤0.01% | 2452 |
|