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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $609K | Sell |
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|
2025
Q3 | $535K | Sell |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | $647K | Buy |
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