Net Worth Advisory Group’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
$335K Buy
10,462
+1,211
+13% +$38.7K 0.07% 271
2025
Q1
$281K Sell
9,251
-104
-1% -$3.16K 0.09% 272
2024
Q4
$322K Buy
9,355
+230
+3% +$7.92K 0.1% 233
2024
Q3
$291K Buy
+9,125
New +$291K 0.09% 284