Kings Point Capital Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $30K | Buy |
+1,000
| New | +$30K | ﹤0.01% | 454 |
|
|
2019
Q2 | – | Sell |
-183,176
| Closed | -$5.17M | – | 428 |
|
|
2019
Q1 | $5.17M | Sell |
183,176
-25,326
| -12% | -$715K | 1.03% | 42 |
|
|
2018
Q4 | $5.45M | Buy |
208,502
+92,160
| +79% | +$2.41M | 1.22% | 33 |
|
|
2018
Q3 | $3.8M | Hold |
116,342
| – | – | 0.71% | 53 |
|
|
2018
Q2 | $3.83M | Sell |
116,342
-90,582
| -44% | -$2.98M | 0.76% | 52 |
|
|
2018
Q1 | $6.58M | Buy |
+206,924
| New | +$6.58M | 1.33% | 29 |
|