JNBA Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

JNBA Financial Advisors’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$98K	Sell	318 -394	-55%	-$121K	0.01%	224
2025 Q1	$181K	Hold	712	–	–	0.02%	180
2024 Q4	$214K	Hold	712	–	–	0.02%	172
2024 Q3	$193K	Hold	712	–	–	0.02%	187
2024 Q2	$219K	Hold	712	–	–	0.02%	183
2024 Q1	$222K	Hold	712	–	–	0.02%	183
2023 Q4	$194K	Sell	712 -104	-13%	-$28.3K	0.02%	191
2023 Q3	$191K	Hold	816	–	–	0.02%	193
2023 Q2	$191K	Buy	816 +16	+2%	+$3.75K	0.02%	196
2023 Q1	$168K	Hold	800	–	–	0.02%	201
2022 Q4	$129K	Hold	800	–	–	0.02%	213
2022 Q3	$131K	Hold	800	–	–	0.02%	207
2022 Q2	$120K	Hold	800	–	–	0.02%	210
2022 Q1	$132K	Sell	800 -18	-2%	-$2.97K	0.02%	211
2021 Q4	$152K	Buy	818 +18	+2%	+$3.35K	0.02%	208
2021 Q3	$121K	Hold	800	–	–	0.02%	218
2021 Q2	$109K	Hold	800	–	–	0.01%	221
2021 Q1	$110K	Hold	800	–	–	0.02%	213
2020 Q4	$109K	Hold	800	–	–	0.02%	201
2020 Q3	$85K	Hold	800	–	–	0.02%	204
2020 Q2	$77K	Hold	800	–	–	0.02%	203
2020 Q1	$53K	Hold	800	–	–	0.01%	211
2019 Q4	$55K	Hold	800	–	–	0.01%	234
2019 Q3	$53K	Hold	800	–	–	0.01%	225
2019 Q2	$57K	Sell	800 -100	-11%	-$7.13K	0.01%	224
2019 Q1	$57K	Hold	900	–	–	0.01%	211
2018 Q4	$39K	Buy	+900	New	+$39K	0.01%	228
2018 Q3	–	Sell	-900	Closed	-$39K	–	521
2018 Q2	$39K	Hold	900	–	–	0.01%	251
2018 Q1	$33K	Hold	900	–	–	0.01%	265
2017 Q4	$38K	Hold	900	–	–	0.01%	248
2017 Q3	$36K	Hold	900	–	–	0.01%	240
2017 Q2	$30K	Hold	900	–	–	0.01%	250
2017 Q1	$28K	Hold	900	–	–	0.01%	256
2016 Q4	$23K	Buy	900 +506	+128%	+$12.9K	0.01%	279
2016 Q3	$10K	Sell	394 -506	-56%	-$12.8K	﹤0.01%	1010
2016 Q2	$22K	Hold	900	–	–	0.01%	277
2016 Q1	$21K	Hold	900	–	–	0.01%	279
2015 Q4	$19K	Hold	900	–	–	0.01%	289
2015 Q3	$19K	Hold	900	–	–	0.01%	285
2015 Q2	$18K	Hold	900	–	–	0.01%	292
2015 Q1	$17K	Hold	900	–	–	0.01%	306
2014 Q4	$17K	Hold	900	–	–	0.01%	305
2014 Q3	$15K	Hold	900	–	–	0.01%	321
2014 Q2	$16K	Hold	900	–	–	0.01%	296
2014 Q1	$14K	Hold	900	–	–	0.01%	291
2013 Q4	$13K	Hold	900	–	–	0.01%	291
2013 Q3	$12K	Hold	900	–	–	0.01%	288
2013 Q2	$13K	Buy	+900	New	+$13K	0.01%	236