Orion Portfolio Solutions’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $325K | Sell |
10,717
-688
| -6% | -$20.9K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $393K | Sell |
11,405
-2,788
| -20% | -$96K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $452K | Buy |
14,193
+3,131
| +28% | +$99.7K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $313K | Buy |
+11,062
| New | +$313K | ﹤0.01% | 1451 |
|
|
2020
Q3 | – | Sell |
-155
| Closed | -$4K | – | 661 |
|
|
2020
Q2 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 1530 |
|
|
2020
Q1 | – | Sell |
-572
| Closed | -$18K | – | 1934 |
|
|
2019
Q4 | $18K | Buy |
+572
| New | +$18K | ﹤0.01% | 797 |
|