Steward Partners Investment Advisory’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Buy |
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|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $69.2K | Buy |
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|
2024
Q4 | $78.3K | Sell |
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|
2024
Q3 | $87.6K | Sell |
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|
2024
Q2 | $91.3K | Buy |
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|
2024
Q1 | $93.5K | Buy |
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|
2023
Q4 | $77.3K | Sell |
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|
2023
Q3 | $55.5K | Buy |
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|
2023
Q2 | $32.7K | Hold |
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|
2023
Q1 | $34.6K | Sell |
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|
2022
Q4 | $71.2K | Sell |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | $150K | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $118 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Buy |
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