Steward Partners Investment Advisory’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 | $2.04M | Buy |
63,696
+61,418
| +2,696% | +$1.96M | 0.02% | 715 |
|
|
2025
Q1 | $69.2K | Buy |
2,278
+4
| +0.2% | +$121 | ﹤0.01% | 2212 |
|
|
2024
Q4 | $78.3K | Sell |
2,274
-478
| -17% | -$16.5K | ﹤0.01% | 2103 |
|
|
2024
Q3 | $87.6K | Sell |
2,752
-478
| -15% | -$15.2K | ﹤0.01% | 1945 |
|
|
2024
Q2 | $91.3K | Buy |
3,230
+5
| +0.2% | +$141 | ﹤0.01% | 1823 |
|
|
2024
Q1 | $93.5K | Buy |
3,225
+613
| +23% | +$17.8K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $77.3K | Sell |
2,612
-4
| -0.2% | -$118 | ﹤0.01% | 1796 |
|
|
2023
Q3 | $55.5K | Buy |
2,616
+950
| +57% | +$20.2K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $32.7K | Hold |
1,666
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q1 | $34.6K | Sell |
1,666
-1,221
| -42% | -$25.3K | ﹤0.01% | 2020 |
|
|
2022
Q4 | $71.2K | Sell |
2,887
-2,186
| -43% | -$53.9K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $129K | Sell |
5,073
-2,455
| -33% | -$62.4K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $177K | Buy |
7,528
+2,394
| +47% | +$56.3K | ﹤0.01% | 1254 |
|
|
2022
Q1 | $150K | Sell |
5,134
-41,908
| -89% | -$1.22M | ﹤0.01% | 1413 |
|
|
2021
Q4 | $1.4M | Buy |
47,042
+46,635
| +11,458% | +$1.39M | 0.02% | 598 |
|
|
2021
Q3 | $12K | Sell |
407
-2,300
| -85% | -$67.8K | ﹤0.01% | 2530 |
|
|
2021
Q2 | $77K | Buy |
2,707
+2,703
| +67,575% | +$76.9K | ﹤0.01% | 2596 |
|
|
2021
Q1 | $118 | Hold |
4
| – | – | ﹤0.01% | 3383 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2741 |
|