Summit Financial’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
$1.14M Buy
3,684
+2,398
+186% +$739K 0.03% 395
2025
Q1
$327K Buy
1,286
+25
+2% +$6.36K 0.01% 594
2024
Q4
$379K Sell
1,261
-51
-4% -$15.3K 0.01% 491
2024
Q3
$356K Buy
1,312
+39
+3% +$10.6K 0.01% 432
2024
Q2
$392K Buy
+1,273
New +$392K 0.02% 368