Patton Albertson Miller 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 | $246K | Hold |
7,679
| – | – | 0.03% | 195 |
|
|
2025
Q1 | $233K | Hold |
7,679
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $265K | Sell |
7,679
-1,101
| -13% | -$37.9K | 0.04% | 190 |
|
|
2024
Q3 | $280K | Hold |
8,780
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $248K | Buy |
8,780
+5
| +0.1% | +$141 | 0.04% | 186 |
|
|
2024
Q1 | $254K | Hold |
8,775
| – | – | 0.04% | 185 |
|
|
2023
Q4 | $260K | Buy |
+8,775
| New | +$260K | 0.04% | 183 |
|
|
2023
Q2 | – | Sell |
-9,960
| Closed | -$207K | – | 209 |
|
|
2023
Q1 | $207K | Hold |
9,960
| – | – | 0.04% | 206 |
|
|
2022
Q4 | $246K | Hold |
9,960
| – | – | 0.05% | 195 |
|
|
2022
Q3 | $253K | Buy |
9,960
+1,185
| +14% | +$30.1K | 0.05% | 193 |
|
|
2022
Q2 | $206K | Hold |
8,775
| – | – | 0.04% | 221 |
|
|
2022
Q1 | $257K | Hold |
8,775
| – | – | 0.04% | 219 |
|
|
2021
Q4 | $261K | Buy |
+8,775
| New | +$261K | 0.04% | 229 |
|