MLL
Moody Lynn & Lieberson’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
6,934
+19
| +0.3% | +$608 | 0.01% | 242 |
|
|
2025
Q1 | $210K | Hold |
6,915
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $238K | Hold |
6,915
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $220K | Buy |
+6,915
| New | +$220K | 0.01% | 237 |
|
|
2024
Q2 | – | Sell |
-6,915
| Closed | -$201K | – | 238 |
|
|
2024
Q1 | $201K | Hold |
6,915
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $205K | Buy |
+6,915
| New | +$205K | 0.02% | 225 |
|
|
2022
Q2 | – | Sell |
-6,915
| Closed | -$202K | – | 222 |
|
|
2022
Q1 | $202K | Hold |
6,915
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $206K | Hold |
6,915
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $206K | Buy |
+6,915
| New | +$206K | 0.02% | 213 |
|
|
2021
Q2 | – | Sell |
-8,429
| Closed | -$274K | – | 218 |
|
|
2021
Q1 | $274K | Sell |
8,429
-6,000
| -42% | -$195K | 0.02% | 198 |
|
|
2020
Q4 | $396K | Buy |
+14,429
| New | +$396K | 0.03% | 161 |
|
|
2017
Q3 | – | Sell |
-15,928
| Closed | -$486K | – | 212 |
|
|
2017
Q2 | $486K | Buy |
15,928
+3,286
| +26% | +$100K | 0.06% | 160 |
|
|
2017
Q1 | $382K | Buy |
+12,642
| New | +$382K | 0.05% | 143 |
|