Sheets Smith Wealth Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $790K | Buy |
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|
2025
Q3 | $691K | Buy |
|
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|
2025
Q2 | $577K | Buy |
|
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|
2025
Q1 | $534K | Buy |
|
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|
2024
Q4 | $575K | Buy |
|
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|
2024
Q3 | $509K | Buy |
|
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|
2024
Q2 | $451K | Buy |
|
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|
2024
Q1 | $463K | Buy |
|
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|
2023
Q4 | $472K | Sell |
|
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|
2023
Q3 | $345K | Buy |
|
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|
2023
Q2 | $308K | Sell |
|
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|
2023
Q1 | $343K | Buy |
|
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|
2022
Q4 | $407K | Buy |
|
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|
2022
Q3 | $419K | Buy |
|
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|
2022
Q2 | $254K | Buy |
|