Sowell Financial Services’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,315
| Closed | -$334K | – | 287 |
|
|
2022
Q1 | $334K | Sell |
11,315
-5,954
| -34% | -$176K | 0.06% | 156 |
|
|
2021
Q4 | $517K | Buy |
+17,269
| New | +$517K | 0.03% | 432 |
|
|
2021
Q3 | – | Sell |
-11,423
| Closed | -$326K | – | 482 |
|
|
2021
Q2 | $326K | Sell |
11,423
-3
| -0% | -$86 | 0.02% | 465 |
|
|
2021
Q1 | $353K | Buy |
11,426
+194
| +2% | +$5.99K | 0.01% | 771 |
|
|
2020
Q4 | $308K | Hold |
11,232
| – | – | 0.01% | 683 |
|
|
2020
Q3 | $218K | Hold |
11,232
| – | – | 0.01% | 700 |
|
|
2020
Q2 | $255K | Hold |
11,232
| – | – | 0.01% | 641 |
|
|
2020
Q1 | $213K | Sell |
11,232
-32
| -0.3% | -$607 | 0.02% | 631 |
|
|
2019
Q4 | $354K | Buy |
11,264
+32
| +0.3% | +$1.01K | 0.03% | 549 |
|
|
2019
Q3 | $333K | Buy |
+11,232
| New | +$333K | 0.03% | 508 |
|
|
2019
Q1 | $342K | Buy |
12,118
+889
| +8% | +$25.1K | 0.04% | 425 |
|
|
2018
Q4 | $294K | Hold |
11,229
| – | – | 0.04% | 390 |
|
|
2018
Q3 | $367K | Buy |
+11,229
| New | +$367K | 0.05% | 246 |
|
|
2017
Q4 | – | Sell |
-11,229
| Closed | -$358K | – | 264 |
|
|
2017
Q3 | $358K | Hold |
11,229
| – | – | 0.09% | 176 |
|
|
2017
Q2 | $337K | Hold |
11,229
| – | – | 0.1% | 176 |
|
|
2017
Q1 | $332K | Buy |
11,229
+10,979
| +4,392% | +$325K | 0.1% | 176 |
|
|
2016
Q4 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 497 |
|