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Lathrop Investment Management’s Cadence Bank CADE Stock Holding History

Lathrop Investment Management’s Portfolio CADE Stock Details CADE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$729K Hold
22,791
– – 0.14% 53
2025
Q1 		$692K Hold
22,791
– – 0.14% 57
2024
Q4 		$785K Hold
22,791
– – 0.15% 56
2024
Q3 		$726K Hold
22,791
– – 0.13% 57
2024
Q2 		$645K Sell
22,791
-2,223
-9% -$62.9K 0.13% 56
2024
Q1 		$725K Hold
25,014
– – 0.14% 51
2023
Q4 		$740K Hold
25,014
– – 0.15% 48
2023
Q3 		$531K Hold
25,014
– – 0.11% 54
2023
Q2 		$491K Sell
25,014
-64
-0.3% -$1.26K 0.1% 56
2023
Q1 		$521K Sell
25,078
-4,856
-16% -$101K 0.11% 53
2022
Q4 		$738K Hold
29,934
– – 0.16% 48
2022
Q3 		$761K Sell
29,934
-555
-2% -$14.1K 0.2% 43
2022
Q2 		$716K Hold
30,489
– – 0.18% 44
2022
Q1 		$892K Buy
30,489
+9,756
+47% +$285K 0.19% 42
2021
Q4 		$618K Sell
20,733
-600
-3% -$17.9K 0.12% 45
2021
Q3 		$635K Hold
21,333
– – 0.14% 44
2021
Q2 		$604K Sell
21,333
-310
-1% -$8.78K 0.12% 43
2021
Q1 		$703K Hold
21,643
– – 0.16% 43
2020
Q4 		$594K Hold
21,643
– – 0.15% 44
2020
Q3 		$419K Hold
21,643
– – 0.12% 50
2020
Q2 		$492K Hold
21,643
– – 0.15% 46
2020
Q1 		$409K Sell
21,643
-115
-0.5% -$2.17K 0.14% 50
2019
Q4 		$683K Sell
21,758
-65
-0.3% -$2.04K 0.18% 42
2019
Q3 		$646K Sell
21,823
-70
-0.3% -$2.07K 0.18% 39
2019
Q2 		$636K Sell
21,893
-167
-0.8% -$4.85K 0.18% 39
2019
Q1 		$623K Sell
22,060
-190
-0.9% -$5.37K 0.19% 38
2018
Q4 		$582K Sell
22,250
-34
-0.2% -$889 0.2% 40
2018
Q3 		$729K Sell
22,284
-30
-0.1% -$981 0.19% 33
2018
Q2 		$735K Sell
22,314
-270
-1% -$8.89K 0.2% 34
2018
Q1 		$718K Sell
22,584
-250
-1% -$7.95K 0.21% 35
2017
Q4 		$718K Hold
22,834
– – 0.2% 34
2017
Q3 		$732K Sell
22,834
-370
-2% -$11.9K 0.2% 34
2017
Q2 		$708K Hold
23,204
– – 0.2% 33
2017
Q1 		$702K Sell
23,204
-270
-1% -$8.17K 0.2% 34
2016
Q4 		$729K Sell
23,474
-23,869
-50% -$741K 0.22% 34
2016
Q3 		$1.09M Buy
47,343
+23,564
+99% +$541K 0.17% 38
2016
Q2 		$540K Sell
23,779
-704
-3% -$16K 0.17% 37
2016
Q1 		$522K Hold
24,483
– – 0.17% 36
2015
Q4 		$587K Sell
24,483
-114
-0.5% -$2.73K 0.19% 36
2015
Q3 		$585K Buy
24,597
+274
+1% +$6.52K 0.2% 36
2015
Q2 		$627K Buy
24,323
+5,506
+29% +$142K 0.21% 37
2015
Q1 		$437K Buy
18,817
+2,125
+13% +$49.4K 0.15% 40
2014
Q4 		$376K Sell
16,692
-470
-3% -$10.6K 0.14% 44
2014
Q3 		$346K Hold
17,162
– – 0.13% 45
2014
Q2 		$422K Hold
17,162
– – 0.16% 42
2014
Q1 		$428K Sell
17,162
-200
-1% -$4.99K 0.17% 42
2013
Q4 		$441K Sell
17,362
-3,385
-16% -$86K 0.19% 41
2013
Q3 		$414K Buy
+20,747
New +$414K 0.19% 39