JFS Wealth 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
Q1 | – | Sell |
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|
2025
Q4 | $5.57K | Hold |
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|
2025
Q3 | $4.88K | Hold |
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|
2025
Q2 | $4.16K | Hold |
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|
2025
Q1 | $3.95K | Hold |
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|
2024
Q4 | $4.48K | Hold |
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|
2024
Q3 | $4.14K | Buy |
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|
2024
Q2 | $3.56K | Hold |
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|
2024
Q1 | $3.65K | Hold |
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|
2023
Q4 | $3.73K | Buy |
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|
2023
Q3 | $2.17K | Buy |
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|
2023
Q2 | $1.57K | Buy |
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|
2023
Q1 | $229 | Sell |
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|
2022
Q4 | $2.74K | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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