LW
Linscomb Wealth’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
18,953
-1,700
| -8% | -$54.4K | 0.03% | 216 |
|
|
2025
Q1 | $627K | Hold |
20,653
| – | – | 0.03% | 209 |
|
|
2024
Q4 | $711K | Sell |
20,653
-1,527
| -7% | -$52.6K | 0.04% | 197 |
|
|
2024
Q3 | $706K | Sell |
22,180
-8,050
| -27% | -$256K | 0.04% | 198 |
|
|
2024
Q2 | $855K | Hold |
30,230
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $877K | Sell |
30,230
-41,342
| -58% | -$1.2M | 0.05% | 171 |
|
|
2023
Q4 | $2.12M | Buy |
71,572
+24,162
| +51% | +$715K | 0.12% | 125 |
|
|
2023
Q3 | $1.01M | Sell |
47,410
-5,834
| -11% | -$124K | 0.06% | 155 |
|
|
2023
Q2 | $1.05M | Sell |
53,244
-2,173
| -4% | -$42.7K | 0.06% | 157 |
|
|
2023
Q1 | $1.15M | Sell |
55,417
-8,865
| -14% | -$184K | 0.06% | 155 |
|
|
2022
Q4 | $1.59M | Buy |
64,282
+7,493
| +13% | +$185K | 0.08% | 147 |
|
|
2022
Q3 | $1.44M | Sell |
56,789
-351
| -0.6% | -$8.92K | 0.09% | 140 |
|
|
2022
Q2 | $1.34M | Sell |
57,140
-16,727
| -23% | -$393K | 0.08% | 144 |
|
|
2022
Q1 | $2.16M | Buy |
73,867
+11,829
| +19% | +$346K | 0.1% | 129 |
|
|
2021
Q4 | $1.85M | Buy |
62,038
+49,221
| +384% | +$1.47M | 0.09% | 137 |
|
|
2021
Q3 | $382K | Hold |
12,817
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $363K | Hold |
12,817
| – | – | 0.02% | 243 |
|
|
2021
Q1 | $416K | Hold |
12,817
| – | – | 0.02% | 227 |
|
|
2020
Q4 | $352K | Hold |
12,817
| – | – | 0.02% | 232 |
|
|
2020
Q3 | $248K | Hold |
12,817
| – | – | 0.02% | 255 |
|
|
2020
Q2 | $291K | Hold |
12,817
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $242K | Hold |
12,817
| – | – | 0.02% | 351 |
|
|
2019
Q4 | $403K | Buy |
+12,817
| New | +$403K | 0.03% | 335 |
|