LPL Financial’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
151,473
+1,071
| +0.7% | +$34.3K | ﹤0.01% | 2332 |
|
|
2025
Q1 | $4.57M | Buy |
150,402
+927
| +0.6% | +$28.1K | ﹤0.01% | 2222 |
|
|
2024
Q4 | $5.15M | Buy |
149,475
+42,097
| +39% | +$1.45M | ﹤0.01% | 2055 |
|
|
2024
Q3 | $3.42M | Buy |
107,378
+805
| +0.8% | +$25.6K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $3.01M | Buy |
106,573
+15,012
| +16% | +$425K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $2.66M | Sell |
91,561
-8,879
| -9% | -$257K | ﹤0.01% | 2273 |
|
|
2023
Q4 | $2.97M | Buy |
100,440
+22,705
| +29% | +$672K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $1.65M | Sell |
77,735
-18,176
| -19% | -$386K | ﹤0.01% | 2450 |
|
|
2023
Q2 | $1.88M | Buy |
95,911
+24,081
| +34% | +$473K | ﹤0.01% | 2295 |
|
|
2023
Q1 | $1.49M | Sell |
71,830
-688
| -0.9% | -$14.3K | ﹤0.01% | 2404 |
|
|
2022
Q4 | $1.79M | Sell |
72,518
-2,757
| -4% | -$68K | ﹤0.01% | 2145 |
|
|
2022
Q3 | $1.91M | Sell |
75,275
-5,806
| -7% | -$148K | ﹤0.01% | 2017 |
|
|
2022
Q2 | $1.9M | Buy |
+81,081
| New | +$1.9M | ﹤0.01% | 2066 |
|
|
2021
Q4 | – | Sell |
-36,043
| Closed | -$1.07M | – | 4340 |
|
|
2021
Q3 | $1.07M | Sell |
36,043
-106,318
| -75% | -$3.17M | ﹤0.01% | 2542 |
|
|
2021
Q2 | $4.03M | Buy |
142,361
+110,375
| +345% | +$3.13M | ﹤0.01% | 1490 |
|
|
2021
Q1 | $1.04M | Sell |
31,986
-3,062
| -9% | -$99.5K | ﹤0.01% | 2364 |
|
|
2020
Q4 | $962K | Sell |
35,048
-940
| -3% | -$25.8K | ﹤0.01% | 2208 |
|
|
2020
Q3 | $697K | Sell |
35,988
-5,198
| -13% | -$101K | ﹤0.01% | 2195 |
|
|
2020
Q2 | $937K | Sell |
41,186
-1,805
| -4% | -$41.1K | ﹤0.01% | 1859 |
|
|
2020
Q1 | $813K | Sell |
42,991
-429
| -1% | -$8.11K | ﹤0.01% | 1753 |
|
|
2019
Q4 | $1.36M | Sell |
43,420
-959
| -2% | -$30.1K | ﹤0.01% | 1628 |
|
|
2019
Q3 | $1.31M | Buy |
44,379
+17,727
| +67% | +$525K | ﹤0.01% | 1544 |
|
|
2019
Q2 | $774K | Buy |
26,652
+404
| +2% | +$11.7K | ﹤0.01% | 1917 |
|
|
2019
Q1 | $741K | Sell |
26,248
-8,465
| -24% | -$239K | ﹤0.01% | 1867 |
|
|
2018
Q4 | $907K | Buy |
34,713
+6,307
| +22% | +$165K | ﹤0.01% | 1594 |
|
|
2018
Q3 | $929K | Buy |
28,406
+8,668
| +44% | +$283K | ﹤0.01% | 1710 |
|
|
2018
Q2 | $650K | Sell |
19,738
-17,000
| -46% | -$560K | ﹤0.01% | 1952 |
|
|
2018
Q1 | $1.17M | Buy |
36,738
+22,261
| +154% | +$708K | ﹤0.01% | 1482 |
|
|
2017
Q4 | $455K | Buy |
14,477
+1,239
| +9% | +$38.9K | ﹤0.01% | 2124 |
|
|
2017
Q3 | $424K | Buy |
13,238
+799
| +6% | +$25.6K | ﹤0.01% | 2067 |
|
|
2017
Q2 | $379K | Sell |
12,439
-1,764
| -12% | -$53.7K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $423K | Buy |
14,203
+490
| +4% | +$14.6K | ﹤0.01% | 1946 |
|
|
2016
Q4 | $427K | Buy |
13,713
+4,304
| +46% | +$134K | ﹤0.01% | 1867 |
|
|
2016
Q3 | $217K | Sell |
9,409
-1,200
| -11% | -$27.7K | ﹤0.01% | 2350 |
|
|
2016
Q2 | $229K | Sell |
10,609
-11,317
| -52% | -$244K | ﹤0.01% | 2291 |
|
|
2016
Q1 | $455K | Buy |
21,926
+3,600
| +20% | +$74.7K | ﹤0.01% | 2219 |
|
|
2015
Q4 | $426K | Buy |
18,326
+6,742
| +58% | +$157K | ﹤0.01% | 2303 |
|
|
2015
Q3 | $274K | Buy |
+11,584
| New | +$274K | ﹤0.01% | 2264 |
|
|
2014
Q3 | – | Sell |
-10,043
| Closed | -$247K | – | 2706 |
|
|
2014
Q2 | $247K | Sell |
10,043
-283
| -3% | -$6.96K | ﹤0.01% | 2339 |
|
|
2014
Q1 | $258K | Sell |
10,326
-424
| -4% | -$10.6K | ﹤0.01% | 2246 |
|
|
2013
Q4 | $273K | Sell |
10,750
-1,651
| -13% | -$41.9K | ﹤0.01% | 2189 |
|
|
2013
Q3 | $258K | Buy |
+12,401
| New | +$258K | ﹤0.01% | 2122 |
|