Shelton Capital Management’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 | $210K | Buy |
+6,570
| New | +$210K | ﹤0.01% | 648 |
|
|
2025
Q1 | – | Sell |
-6,885
| Closed | -$237K | – | 705 |
|
|
2024
Q4 | $237K | Sell |
6,885
-557
| -7% | -$19.2K | 0.01% | 609 |
|
|
2024
Q3 | $237K | Hold |
7,442
| – | – | 0.01% | 626 |
|
|
2024
Q2 | $210K | Sell |
7,442
-430
| -5% | -$12.2K | 0.01% | 660 |
|
|
2024
Q1 | $228K | Hold |
7,872
| – | – | 0.01% | 650 |
|
|
2023
Q4 | $233K | Buy |
+7,872
| New | +$233K | 0.01% | 606 |
|
|
2023
Q1 | – | Sell |
-9,650
| Closed | -$238K | – | 729 |
|
|
2022
Q4 | $238K | Hold |
9,650
| – | – | 0.02% | 549 |
|
|
2022
Q3 | $245K | Sell |
9,650
-735
| -7% | -$18.7K | 0.01% | 534 |
|
|
2022
Q2 | $244K | Hold |
10,385
| – | – | 0.01% | 572 |
|
|
2022
Q1 | $304K | Hold |
10,385
| – | – | 0.01% | 526 |
|
|
2021
Q4 | $309K | Buy |
+10,385
| New | +$309K | 0.01% | 540 |
|
|
2018
Q1 | – | Sell |
-6,540
| Closed | -$206K | – | 848 |
|
|
2017
Q4 | $206K | Hold |
6,540
| – | – | 0.01% | 799 |
|
|
2017
Q3 | $210K | Buy |
+6,540
| New | +$210K | 0.01% | 764 |
|
|
2017
Q1 | – | Sell |
-8,709
| Closed | -$270K | – | 854 |
|
|
2016
Q4 | $270K | Hold |
8,709
| – | – | 0.02% | 667 |
|
|
2016
Q3 | $202K | Buy |
+8,709
| New | +$202K | 0.02% | 742 |
|
|
2016
Q1 | – | Sell |
-8,709
| Closed | -$209K | – | 749 |
|
|
2015
Q4 | $209K | Hold |
8,709
| – | – | 0.02% | 684 |
|
|
2015
Q3 | $207K | Hold |
8,709
| – | – | 0.02% | 684 |
|
|
2015
Q2 | $224K | Hold |
8,709
| – | – | 0.02% | 697 |
|
|
2015
Q1 | $202K | Buy |
+8,709
| New | +$202K | 0.02% | 753 |
|
|
2014
Q3 | – | Sell |
-8,709
| Closed | -$214K | – | 761 |
|
|
2014
Q2 | $214K | Hold |
8,709
| – | – | 0.03% | 725 |
|
|
2014
Q1 | $217K | Hold |
8,709
| – | – | 0.03% | 681 |
|
|
2013
Q4 | $221K | Buy |
+8,709
| New | +$221K | 0.03% | 657 |
|