Intergy Private Wealth’s Cadence Bank CADE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Sell
2025
Q2
$461K Sell
2025
Q1
$472K Sell
2024
Q4
$568K Sell
2024
Q3
$538K Sell
2024
Q2
$483K Sell
2024
Q1
$516K Sell
2023
Q4
$543K Sell
2023
Q3
$408K Sell
2023
Q2
$412K Hold
2023
Q1
$435K Hold
2022
Q4
$517K Sell
2022
Q3
$547K Hold
2022
Q2
$506K Sell
2022
Q1
$637K Buy
2021
Q4
$647K Buy