Steward Partners Investment Advisory’s Cadence Bancorporation CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-794
| Closed | -$17K | – | 3428 |
|
|
2021
Q3 | $17K | Sell |
794
-85
| -10% | -$1.82K | ﹤0.01% | 2406 |
|
|
2021
Q2 | $18K | Sell |
879
-46
| -5% | -$942 | ﹤0.01% | 5255 |
|
|
2021
Q1 | $19.2K | Sell |
925
-1,879
| -67% | -$39K | ﹤0.01% | 2507 |
|
|
2020
Q4 | $46K | Sell |
2,804
-740
| -21% | -$12.1K | ﹤0.01% | 1714 |
|
|
2020
Q3 | $30K | Buy |
3,544
+1,085
| +44% | +$9.19K | ﹤0.01% | 1732 |
|
|
2020
Q2 | $22K | Buy |
2,459
+795
| +48% | +$7.11K | ﹤0.01% | 1751 |
|
|
2020
Q1 | $10K | Sell |
1,664
-18,275
| -92% | -$110K | ﹤0.01% | 1887 |
|
|
2019
Q4 | $361K | Buy |
19,939
+1,563
| +9% | +$28.3K | 0.01% | 713 |
|
|
2019
Q3 | $322K | Buy |
18,376
+4,355
| +31% | +$76.3K | 0.01% | 707 |
|
|
2019
Q2 | $291K | Buy |
+14,021
| New | +$291K | 0.01% | 709 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$13K | – | 2647 |
|
|
2018
Q3 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1790 |
|