Moody Lynn & Lieberson’s Cadence Bank CADE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2025
Q1
$210K Hold
2024
Q4
$238K Hold
2024
Q3
$220K Buy
2024
Q2
Sell
2024
Q1
$201K Hold
2023
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$202K Hold
2021
Q4
$206K Hold
2021
Q3
$206K Buy
2021
Q2
Sell
2021
Q1
$274K Sell
2020
Q4
$396K Buy
2017
Q3
Sell
2017
Q2
$486K Buy
2017
Q1
$382K Buy