JFS Wealth Advisors’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16K | Hold |
130
| – | – | ﹤0.01% | 1146 |
|
|
2025
Q1 | $3.95K | Hold |
130
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q4 | $4.48K | Hold |
130
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q3 | $4.14K | Buy |
130
+4
| +3% | +$127 | ﹤0.01% | 1189 |
|
|
2024
Q2 | $3.56K | Hold |
126
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $3.65K | Hold |
126
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q4 | $3.73K | Buy |
126
+24
| +24% | +$710 | ﹤0.01% | 1168 |
|
|
2023
Q3 | $2.17K | Buy |
102
+22
| +28% | +$467 | ﹤0.01% | 1332 |
|
|
2023
Q2 | $1.57K | Buy |
80
+69
| +627% | +$1.36K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $229 | Sell |
11
-100
| -90% | -$2.08K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $2.74K | Sell |
111
-1
| -0.9% | -$25 | ﹤0.01% | 1246 |
|
|
2022
Q3 | $3K | Buy |
112
+92
| +460% | +$2.46K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $0 | Sell |
20
-68
| -77% | – | ﹤0.01% | 1760 |
|
|
2022
Q1 | $3K | Buy |
88
+55
| +167% | +$1.88K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1279 |
|