Shelton Capital 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 |
-6,570
| Closed | -$281K | – | 729 |
|
|
2025
Q4 | $281K | Hold |
6,570
| – | – | 0.01% | 516 |
|
|
2025
Q3 | $247K | Hold |
6,570
| – | – | 0.01% | 581 |
|
|
2025
Q2 | $210K | Buy |
+6,570
| New | +$197K | ﹤0.01% | 649 |
|
|
2025
Q1 | – | Sell |
-6,885
| Closed | -$237K | – | 709 |
|
|
2024
Q4 | $237K | Sell |
6,885
-557
| -7% | -$19.6K | 0.01% | 610 |
|
|
2024
Q3 | $237K | Hold |
7,442
| – | – | 0.01% | 626 |
|
|
2024
Q2 | $210K | Sell |
7,442
-430
| -5% | -$12.1K | 0.01% | 670 |
|
|
2024
Q1 | $228K | Hold |
7,872
| – | – | 0.01% | 660 |
|
|
2023
Q4 | $233K | Buy |
+7,872
| New | +$192K | 0.01% | 615 |
|
|
2023
Q1 | – | Sell |
-9,650
| Closed | -$238K | – | 735 |
|
|
2022
Q4 | $238K | Hold |
9,650
| – | – | 0.02% | 553 |
|
|
2022
Q3 | $245K | Sell |
9,650
-735
| -7% | -$18.9K | 0.01% | 536 |
|
|
2022
Q2 | $244K | Hold |
10,385
| – | – | 0.01% | 575 |
|
|
2022
Q1 | $304K | Hold |
10,385
| – | – | 0.01% | 539 |
|
|
2021
Q4 | $309K | Buy |
+10,385
| New | +$314K | 0.01% | 544 |
|
|
2018
Q1 | – | Sell |
-6,540
| Closed | -$206K | – | 850 |
|
|
2017
Q4 | $206K | Hold |
6,540
| – | – | 0.01% | 804 |
|
|
2017
Q3 | $210K | Buy |
+6,540
| New | +$196K | 0.01% | 769 |
|
|
2017
Q1 | – | Sell |
-8,709
| Closed | -$270K | – | 859 |
|
|
2016
Q4 | $270K | Hold |
8,709
| – | – | 0.02% | 671 |
|
|
2016
Q3 | $202K | Buy |
+8,709
| New | +$207K | 0.02% | 746 |
|
|
2016
Q1 | – | Sell |
-8,709
| Closed | -$209K | – | 758 |
|
|
2015
Q4 | $209K | Hold |
8,709
| – | – | 0.02% | 695 |
|
|
2015
Q3 | $207K | Hold |
8,709
| – | – | 0.02% | 691 |
|
|
2015
Q2 | $224K | Hold |
8,709
| – | – | 0.02% | 704 |
|
|
2015
Q1 | $202K | Buy |
+8,709
| New | +$190K | 0.02% | 765 |
|
|
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 | +$199K | 0.03% | 657 |
|
Other funds holding CADE
Shelton Capital Management's CADE Position: Q1 2026 in Review
Shelton Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,570 shares — an estimated $281K sold.
Shelton Capital Management first reported a position in CADE in Q4 2013 and held it in 24 quarters. The position peaked at $309K in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Shelton Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Shelton Capital Management sold 6,570 Cadence Bank shares in Q1 2026, an estimated $281K.
- Shelton Capital Management first reported a position in Cadence Bank in Q4 2013 and held it in 24 quarters.
- Shelton Capital Management's Cadence Bank position peaked at $309K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.