Sheets Smith Wealth Management’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
18,040
+464
| +3% | +$14.8K | 0.07% | 263 |
|
|
2025
Q1 | $534K | Buy |
17,576
+882
| +5% | +$26.8K | 0.07% | 242 |
|
|
2024
Q4 | $575K | Buy |
16,694
+719
| +5% | +$24.8K | 0.07% | 241 |
|
|
2024
Q3 | $509K | Buy |
15,975
+10
| +0.1% | +$318 | 0.06% | 249 |
|
|
2024
Q2 | $451K | Buy |
15,965
+10
| +0.1% | +$283 | 0.05% | 258 |
|
|
2024
Q1 | $463K | Buy |
15,955
+10
| +0.1% | +$290 | 0.05% | 254 |
|
|
2023
Q4 | $472K | Sell |
15,945
-311
| -2% | -$9.2K | 0.07% | 224 |
|
|
2023
Q3 | $345K | Buy |
16,256
+589
| +4% | +$12.5K | 0.05% | 257 |
|
|
2023
Q2 | $308K | Sell |
15,667
-859
| -5% | -$16.9K | 0.05% | 273 |
|
|
2023
Q1 | $343K | Buy |
16,526
+10
| +0.1% | +$208 | 0.05% | 246 |
|
|
2022
Q4 | $407K | Buy |
16,516
+9
| +0.1% | +$222 | 0.06% | 221 |
|
|
2022
Q3 | $419K | Buy |
16,507
+5,675
| +52% | +$144K | 0.07% | 198 |
|
|
2022
Q2 | $254K | Buy |
+10,832
| New | +$254K | 0.04% | 262 |
|