Rise Advisors’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
$26.3K Buy
821
+8
+1% +$256 0.01% 400
2025
Q1
$24.7K Sell
813
-402
-33% -$12.2K 0.01% 404
2024
Q4
$41.9K Buy
1,215
+9
+0.7% +$310 0.02% 272
2024
Q3
$38.4K Buy
1,206
+11
+0.9% +$350 0.02% 307
2024
Q2
$33.8K Buy
1,195
+10
+0.8% +$283 0.02% 327
2024
Q1
$34.4K Buy
+1,185
New +$34.4K 0.02% 324