Plante Moran Financial Advisors’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-794
| Closed | -$22.5K | – | 881 |
|
|
2024
Q2 | $22.5K | Hold |
794
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $23K | Hold |
794
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $23.5K | Hold |
794
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $16.8K | Hold |
794
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $15.6K | Hold |
794
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $16.5K | Hold |
794
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $19.6K | Hold |
794
| – | – | ﹤0.01% | 468 |
|
|
2022
Q3 | $20K | Hold |
794
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $19K | Hold |
794
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $23K | Hold |
794
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $24K | Buy |
+794
| New | +$24K | ﹤0.01% | 508 |
|
|
2016
Q1 | – | Sell |
-190
| Closed | -$5K | – | 873 |
|
|
2015
Q4 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 714 |
|