NHC
Nicholas Hoffman & Company’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Hold |
411,064
| – | – | 0.34% | 18 |
|
|
2025
Q1 | $12.5M | Hold |
411,064
| – | – | 0.47% | 17 |
|
|
2024
Q4 | $14.2M | Sell |
411,064
-4,500
| -1% | -$155K | 0.57% | 16 |
|
|
2024
Q3 | $13.2M | Hold |
415,564
| – | – | 0.56% | 17 |
|
|
2024
Q2 | $11.8M | Hold |
415,564
| – | – | 0.55% | 17 |
|
|
2024
Q1 | $12.1M | Sell |
415,564
-400
| -0.1% | -$11.6K | 0.61% | 17 |
|
|
2023
Q4 | $12.3M | Hold |
415,964
| – | – | 0.74% | 16 |
|
|
2023
Q3 | $8.83M | Hold |
415,964
| – | – | 0.65% | 18 |
|
|
2023
Q2 | $8.17M | Hold |
415,964
| – | – | 0.32% | 19 |
|
|
2023
Q1 | $8.64M | Hold |
415,964
| – | – | 0.78% | 18 |
|
|
2022
Q4 | $10.3M | Hold |
415,964
| – | – | 1.1% | 17 |
|
|
2022
Q3 | $10.6M | Hold |
415,964
| – | – | 0.5% | 17 |
|
|
2022
Q2 | $9.77M | Hold |
415,964
| – | – | 0.46% | 18 |
|
|
2022
Q1 | $12.2M | Buy |
415,964
+2,422
| +0.6% | +$70.9K | 0.49% | 16 |
|
|
2021
Q4 | $12.3M | Buy |
413,542
+255,828
| +162% | +$7.62M | 0.4% | 14 |
|
|
2021
Q3 | $4.7M | Buy |
+157,714
| New | +$4.7M | 0.82% | 22 |
|
|
2019
Q1 | – | Sell |
-9,964
| Closed | -$260K | – | 188 |
|
|
2018
Q4 | $260K | Hold |
9,964
| – | – | 0.09% | 146 |
|
|
2018
Q3 | $326K | Hold |
9,964
| – | – | 0.11% | 137 |
|
|
2018
Q2 | $328K | Hold |
9,964
| – | – | 0.12% | 128 |
|
|
2018
Q1 | $317K | Sell |
9,964
-1,054
| -10% | -$33.5K | 0.12% | 123 |
|
|
2017
Q4 | $347K | Buy |
+11,018
| New | +$347K | 0.14% | 120 |
|
|
2017
Q1 | – | Sell |
-21,908
| Closed | -$682K | – | 153 |
|
|
2016
Q4 | $682K | Buy |
+21,908
| New | +$682K | 0.34% | 72 |
|