Rothschild Investment LLC’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
$14.4K Buy
450
+190
+73% +$6.08K ﹤0.01% 1115
2025
Q1
$7.89K Buy
260
+30
+13% +$911 ﹤0.01% 1248
2024
Q4
$7.92K Buy
230
+30
+15% +$1.03K ﹤0.01% 1200
2024
Q3
$6.37K Buy
200
+140
+233% +$4.46K ﹤0.01% 1224
2024
Q2
$1.7K Buy
60
+45
+300% +$1.27K ﹤0.01% 1447
2024
Q1
$435 Buy
+15
New +$435 ﹤0.01% 1403