Private Trust Company’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 | $544 | Hold |
17
| – | – | ﹤0.01% | 2412 |
|
|
2025
Q1 | $516 | Buy |
17
+16
| +1,600% | +$486 | ﹤0.01% | 2423 |
|
|
2024
Q4 | $34 | Hold |
1
| – | – | ﹤0.01% | 2313 |
|
|
2024
Q3 | $32 | Hold |
1
| – | – | ﹤0.01% | 2280 |
|
|
2024
Q2 | $28 | Hold |
1
| – | – | ﹤0.01% | 2262 |
|
|
2024
Q1 | $29 | Hold |
1
| – | – | ﹤0.01% | 2245 |
|
|
2023
Q4 | $30 | Hold |
1
| – | – | ﹤0.01% | 2293 |
|
|
2023
Q3 | $21 | Sell |
1
-302
| -100% | -$6.34K | ﹤0.01% | 2304 |
|
|
2023
Q2 | $5.95K | Hold |
303
| – | – | ﹤0.01% | 1823 |
|
|
2023
Q1 | $6.29K | Sell |
303
-96
| -24% | -$1.99K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $10K | Buy |
+399
| New | +$10K | ﹤0.01% | 1534 |
|
|
2022
Q3 | – | Sell |
-1,182
| Closed | -$28K | – | 2039 |
|
|
2022
Q2 | $28K | Buy |
+1,182
| New | +$28K | ﹤0.01% | 1118 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$3K | – | 423 |
|
|
2014
Q3 | $3K | Hold |
152
| – | – | ﹤0.01% | 1444 |
|
|
2014
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 1355 |
|
|
2014
Q1 | $4K | Sell |
152
-68
| -31% | -$1.79K | ﹤0.01% | 1241 |
|
|
2013
Q4 | $6K | Hold |
220
| – | – | ﹤0.01% | 1103 |
|
|
2013
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 1182 |
|
|
2013
Q2 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1117 |
|