RFG Advisory’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 | $1.07M | Buy |
33,567
+637
| +2% | +$20.4K | 0.03% | 431 |
|
|
2025
Q1 | $1,000K | Sell |
32,930
-6,000
| -15% | -$182K | 0.03% | 398 |
|
|
2024
Q4 | $1.34M | Buy |
38,930
+30,014
| +337% | +$1.03M | 0.04% | 320 |
|
|
2024
Q3 | $284K | Hold |
8,916
| – | – | 0.01% | 630 |
|
|
2024
Q2 | $252K | Hold |
8,916
| – | – | 0.01% | 636 |
|
|
2024
Q1 | $259K | Hold |
8,916
| – | – | 0.01% | 639 |
|
|
2023
Q4 | $264K | Buy |
+8,916
| New | +$264K | 0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-8,916
| Closed | -$251K | – | 635 |
|
|
2022
Q4 | $251K | Sell |
8,916
-424
| -5% | -$11.9K | 0.01% | 545 |
|
|
2022
Q3 | $256K | Hold |
9,340
| – | – | 0.01% | 523 |
|
|
2022
Q2 | $243K | Sell |
9,340
-263
| -3% | -$6.84K | 0.01% | 500 |
|
|
2022
Q1 | $281K | Buy |
+9,603
| New | +$281K | 0.02% | 425 |
|
|
2021
Q4 | – | Sell |
-10,690
| Closed | -$318K | – | 478 |
|
|
2021
Q3 | $318K | Hold |
10,690
| – | – | 0.03% | 341 |
|
|
2021
Q2 | $303K | Hold |
10,690
| – | – | 0.03% | 350 |
|
|
2021
Q1 | $347K | Buy |
10,690
+4
| +0% | +$130 | 0.04% | 312 |
|
|
2020
Q4 | $319K | Hold |
10,686
| – | – | 0.04% | 319 |
|
|
2020
Q3 | $207K | Hold |
10,686
| – | – | 0.03% | 376 |
|
|
2020
Q2 | $243K | Hold |
10,686
| – | – | 0.04% | 330 |
|
|
2020
Q1 | $202K | Hold |
10,686
| – | – | 0.04% | 324 |
|
|
2019
Q4 | $336K | Hold |
10,686
| – | – | 0.06% | 262 |
|
|
2019
Q3 | $316K | Buy |
+10,686
| New | +$316K | 0.06% | 239 |
|