IFP Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-87
| Closed | -$3.66K | – | 5158 |
|
|
2026
Q1 | $3.66K | Hold |
87
| – | – | ﹤0.01% | 3703 |
|
|
2025
Q4 | $3.73K | Sell |
87
-13
| -13% | -$515 | ﹤0.01% | 3566 |
|
|
2025
Q3 | $3.75K | Buy |
+100
| New | +$3.6K | ﹤0.01% | 3413 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2297 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 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% | 4322 |
|
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 4090 |
|
|
2022
Q1 | $2K | Buy |
+65
| New | +$2.03K | ﹤0.01% | 4090 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$910 | – | 3079 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2794 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2732 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2606 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$636 | ﹤0.01% | 2510 |
|
|
2019
Q1 | – | Sell |
-430
| Closed | -$11K | – | 2497 |
|
|
2018
Q4 | $11K | Buy |
+430
| New | +$12.5K | ﹤0.01% | 2443 |
|
|
2017
Q4 | – | Sell |
-275
| Closed | -$9K | – | 3828 |
|
|
2017
Q3 | $9K | Sell |
275
-284
| -51% | -$8.5K | ﹤0.01% | 3073 |
|
|
2017
Q2 | $17K | Hold |
559
| – | – | ﹤0.01% | 2662 |
|
|
2017
Q1 | $17K | Hold |
559
| – | – | ﹤0.01% | 2594 |
|
|
2016
Q4 | $17K | Buy |
559
+539
| +2,695% | +$14.4K | ﹤0.01% | 2561 |
|
|
2016
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 3912 |
|
|
2016
Q2 | $0 | Buy |
+20
| New | +$452 | ﹤0.01% | 3851 |
|
|
2016
Q1 | – | Sell |
-493
| Closed | -$12K | – | 2494 |
|
|
2015
Q4 | $12K | Buy |
+493
| New | +$12.4K | ﹤0.01% | 2467 |
|
IFP Advisors's CADE Position: Q2 2026 in Review
IFP Advisors sold out of Cadence Bank (CADE) in Q2 2026, closing a stake of 87 shares — an estimated $3.66K sold.
IFP Advisors first reported a position in CADE in Q4 2015 and held it in 19 quarters. The position peaked at $17K in Q2 2017. 0 funds tracked by Wall St. Rank hold CADE as of Q2 2026.
- IFP Advisors reported no remaining Cadence Bank position as of Q2 2026 after selling out during the quarter.
- IFP Advisors sold 87 Cadence Bank shares in Q2 2026, an estimated $3.66K.
- IFP Advisors first reported a position in Cadence Bank in Q4 2015 and held it in 19 quarters.
- IFP Advisors's Cadence Bank position peaked at $17K in Q2 2017.
- 0 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.