Steward Partners Investment Advisory’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Sell |
24,211
-663
| -3% | -$204K | 0.06% | 321 |
|
|
2025
Q1 | $6.33M | Buy |
24,874
+206
| +0.8% | +$52.4K | 0.06% | 336 |
|
|
2024
Q4 | $7.41M | Buy |
24,668
+9,291
| +60% | +$2.79M | 0.07% | 290 |
|
|
2024
Q3 | $4.17M | Sell |
15,377
-14,435
| -48% | -$3.91M | 0.04% | 412 |
|
|
2024
Q2 | $9.17M | Sell |
29,812
-970
| -3% | -$299K | 0.1% | 213 |
|
|
2024
Q1 | $9.58M | Sell |
30,782
-437
| -1% | -$136K | 0.11% | 201 |
|
|
2023
Q4 | $8.5M | Sell |
31,219
-239
| -0.8% | -$65.1K | 0.12% | 191 |
|
|
2023
Q3 | $7.37M | Buy |
31,458
+15,336
| +95% | +$3.59M | 0.11% | 192 |
|
|
2023
Q2 | $3.78M | Sell |
16,122
-1,009
| -6% | -$237K | 0.06% | 320 |
|
|
2023
Q1 | $3.6M | Sell |
17,131
-513
| -3% | -$108K | 0.06% | 325 |
|
|
2022
Q4 | $2.83M | Sell |
17,644
-2,157
| -11% | -$347K | 0.05% | 364 |
|
|
2022
Q3 | $3.24M | Sell |
19,801
-243
| -1% | -$39.7K | 0.06% | 316 |
|
|
2022
Q2 | $3.01M | Buy |
20,044
+67
| +0.3% | +$10.1K | 0.06% | 338 |
|
|
2022
Q1 | $3.29M | Sell |
19,977
-1,140
| -5% | -$187K | 0.05% | 351 |
|
|
2021
Q4 | $3.94M | Buy |
21,117
+15,118
| +252% | +$2.82M | 0.06% | 315 |
|
|
2021
Q3 | $908K | Sell |
5,999
-292
| -5% | -$44.2K | 0.02% | 693 |
|
|
2021
Q2 | $861K | Sell |
6,291
-603
| -9% | -$82.5K | 0.01% | 735 |
|
|
2021
Q1 | $944K | Buy |
6,894
+52
| +0.8% | +$7.12K | 0.02% | 666 |
|
|
2020
Q4 | $933K | Buy |
6,842
+1,715
| +33% | +$234K | 0.02% | 584 |
|
|
2020
Q3 | $547K | Buy |
5,127
+276
| +6% | +$29.4K | 0.01% | 640 |
|
|
2020
Q2 | $466K | Buy |
4,851
+22
| +0.5% | +$2.11K | 0.01% | 648 |
|
|
2020
Q1 | $318K | Buy |
4,829
+114
| +2% | +$7.51K | 0.01% | 664 |
|
|
2019
Q4 | $327K | Sell |
4,715
-44
| -0.9% | -$3.05K | 0.01% | 737 |
|
|
2019
Q3 | $314K | Buy |
4,759
+600
| +14% | +$39.6K | 0.01% | 717 |
|
|
2019
Q2 | $294K | Buy |
+4,159
| New | +$294K | 0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-1,494
| Closed | -$68K | – | 964 |
|
|
2018
Q3 | $68K | Buy |
+1,494
| New | +$68K | ﹤0.01% | 1071 |
|
|
2017
Q4 | – | Sell |
-188
| Closed | -$7K | – | 1873 |
|
|
2017
Q3 | $7K | Hold |
188
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q2 | $6K | Hold |
188
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q1 | $5K | Buy |
+188
| New | +$5K | ﹤0.01% | 1111 |
|