Sanders Morris Harris’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 | $1.02M | Hold |
31,864
| – | – | 0.24% | 39 |
|
|
2025
Q1 | $967K | Hold |
31,864
| – | – | 0.15% | 94 |
|
|
2024
Q4 | $1.1M | Hold |
31,864
| – | – | 0.16% | 92 |
|
|
2024
Q3 | $1.01M | Hold |
31,864
| – | – | 0.17% | 86 |
|
|
2024
Q2 | $901K | Hold |
31,864
| – | – | 0.15% | 95 |
|
|
2024
Q1 | $924K | Buy |
+31,864
| New | +$924K | 0.17% | 95 |
|
|
2023
Q4 | – | Sell |
-31,864
| Closed | -$676K | – | 176 |
|
|
2023
Q3 | $676K | Hold |
31,864
| – | – | 0.14% | 112 |
|
|
2023
Q2 | $626K | Hold |
31,864
| – | – | 0.14% | 113 |
|
|
2023
Q1 | $661K | Hold |
31,864
| – | – | 0.23% | 39 |
|
|
2022
Q4 | $786K | Hold |
31,864
| – | – | 0.3% | 75 |
|
|
2022
Q3 | $810K | Hold |
31,864
| – | – | 0.2% | 82 |
|
|
2022
Q2 | $748K | Hold |
31,864
| – | – | 0.16% | 96 |
|
|
2022
Q1 | $932K | Buy |
31,864
+24,864
| +355% | +$727K | 0.18% | 92 |
|
|
2021
Q4 | $209K | Buy |
+7,000
| New | +$209K | 0.04% | 273 |
|