Intergy Private Wealth’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 | $461K | Sell |
14,423
-1,113
| -7% | -$35.6K | 0.16% | 64 |
|
|
2025
Q1 | $472K | Sell |
15,536
-966
| -6% | -$29.3K | 0.18% | 61 |
|
|
2024
Q4 | $568K | Sell |
16,502
-385
| -2% | -$13.3K | 0.21% | 61 |
|
|
2024
Q3 | $538K | Sell |
16,887
-193
| -1% | -$6.15K | 0.2% | 58 |
|
|
2024
Q2 | $483K | Sell |
17,080
-700
| -4% | -$19.8K | 0.2% | 57 |
|
|
2024
Q1 | $516K | Sell |
17,780
-586
| -3% | -$17K | 0.21% | 61 |
|
|
2023
Q4 | $543K | Sell |
18,366
-851
| -4% | -$25.2K | 0.23% | 52 |
|
|
2023
Q3 | $408K | Sell |
19,217
-1,750
| -8% | -$37.1K | 0.2% | 55 |
|
|
2023
Q2 | $412K | Hold |
20,967
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $435K | Hold |
20,967
| – | – | 0.24% | 48 |
|
|
2022
Q4 | $517K | Sell |
20,967
-567
| -3% | -$14K | 0.32% | 45 |
|
|
2022
Q3 | $547K | Hold |
21,534
| – | – | 0.39% | 44 |
|
|
2022
Q2 | $506K | Sell |
21,534
-220
| -1% | -$5.17K | 0.4% | 37 |
|
|
2022
Q1 | $637K | Buy |
21,754
+28
| +0.1% | +$820 | 0.44% | 33 |
|
|
2021
Q4 | $647K | Buy |
+21,726
| New | +$647K | 0.51% | 33 |
|