Linscomb Wealth’s Cadence Bancorporation CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-101,816
| Closed | -$2.24M | – | 358 |
|
|
2021
Q3 | $2.24M | Buy |
101,816
+55,153
| +118% | +$1.13M | 0.12% | 122 |
|
|
2021
Q2 | $974K | Buy |
46,663
+11,536
| +33% | +$253K | 0.05% | 170 |
|
|
2021
Q1 | $728K | Hold |
35,127
| – | – | 0.04% | 182 |
|
|
2020
Q4 | $577K | Sell |
35,127
-1,689
| -5% | -$22.4K | 0.03% | 190 |
|
|
2020
Q3 | $316K | Hold |
36,816
| – | – | 0.02% | 230 |
|
|
2020
Q2 | $326K | Sell |
36,816
-16,118
| -30% | -$115K | 0.02% | 235 |
|
|
2020
Q1 | $347K | Buy |
52,934
+12,803
| +32% | +$177K | 0.03% | 311 |
|
|
2019
Q4 | $728K | Buy |
40,131
+2,272
| +6% | +$38K | 0.05% | 274 |
|
|
2019
Q3 | $664K | Buy |
37,859
+24,000
| +173% | +$411K | 0.05% | 153 |
|
|
2019
Q2 | $288K | Buy |
13,859
+1,375
| +11% | +$28.3K | 0.02% | 225 |
|
|
2019
Q1 | $232K | Sell |
12,484
-516
| -4% | -$9.8K | 0.02% | 240 |
|
|
2018
Q4 | $218K | Buy |
13,000
+4,000
| +44% | +$84.8K | 0.02% | 239 |
|
|
2018
Q3 | $235K | Hold |
9,000
| – | – | 0.02% | 252 |
|
|
2018
Q2 | $260K | Buy |
+9,000
| New | +$262K | 0.02% | 237 |
|
Other funds holding CADE
GFI
EM
