United Capital Financial Advisors’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 | $216K | Sell |
6,761
-1,405
| -17% | -$44.9K | ﹤0.01% | 1015 |
|
|
2025
Q1 | $248K | Sell |
8,166
-2,868
| -26% | -$87.1K | ﹤0.01% | 940 |
|
|
2024
Q4 | $380K | Buy |
+11,034
| New | +$380K | ﹤0.01% | 803 |
|
|
2024
Q3 | – | Sell |
-8,759
| Closed | -$248K | – | 1060 |
|
|
2024
Q2 | $248K | Buy |
+8,759
| New | +$248K | ﹤0.01% | 908 |
|
|
2024
Q1 | – | Sell |
-8,126
| Closed | -$240K | – | 1078 |
|
|
2023
Q4 | $240K | Buy |
+8,126
| New | +$240K | ﹤0.01% | 940 |
|
|
2023
Q3 | – | Sell |
-10,894
| Closed | -$214K | – | 844 |
|
|
2023
Q2 | $214K | Buy |
+10,894
| New | +$214K | ﹤0.01% | 836 |
|
|
2023
Q1 | – | Sell |
-100,599
| Closed | -$2.48M | – | 971 |
|
|
2022
Q4 | $2.48M | Sell |
100,599
-19,693
| -16% | -$486K | 0.01% | 441 |
|
|
2022
Q3 | $3.06M | Sell |
120,292
-114
| -0.1% | -$2.9K | 0.02% | 404 |
|
|
2022
Q2 | $2.83M | Buy |
120,406
+151
| +0.1% | +$3.55K | 0.02% | 429 |
|
|
2022
Q1 | $3.52M | Buy |
120,255
+88
| +0.1% | +$2.58K | 0.02% | 418 |
|
|
2021
Q4 | $3.58M | Buy |
+120,167
| New | +$3.58M | 0.02% | 431 |
|
|
2021
Q2 | – | Sell |
-14,911
| Closed | -$484K | – | 1218 |
|
|
2021
Q1 | $484K | Hold |
14,911
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $409K | Buy |
14,911
+5
| +0% | +$137 | ﹤0.01% | 899 |
|
|
2020
Q3 | $289K | Buy |
+14,906
| New | +$289K | ﹤0.01% | 959 |
|
|
2020
Q2 | – | Sell |
-84,393
| Closed | -$1.6M | – | 1189 |
|
|
2020
Q1 | $1.6M | Hold |
84,393
| – | – | 0.01% | 541 |
|
|
2019
Q4 | $2.65M | Sell |
84,393
-400
| -0.5% | -$12.6K | 0.02% | 545 |
|
|
2019
Q3 | $2.51M | Sell |
84,793
-1,060
| -1% | -$31.4K | 0.02% | 539 |
|
|
2019
Q2 | $2.49M | Sell |
85,853
-87
| -0.1% | -$2.53K | 0.02% | 552 |
|
|
2019
Q1 | $2.43M | Buy |
85,940
+474
| +0.6% | +$13.4K | 0.02% | 546 |
|
|
2018
Q4 | $2.22M | Buy |
85,466
+300
| +0.4% | +$7.78K | 0.02% | 537 |
|
|
2018
Q3 | $2.79M | Buy |
85,166
+13
| +0% | +$425 | 0.02% | 544 |
|
|
2018
Q2 | $2.86M | Sell |
85,153
-3
| -0% | -$101 | 0.02% | 514 |
|
|
2018
Q1 | $2.71M | Buy |
85,156
+1
| +0% | +$32 | 0.02% | 514 |
|
|
2017
Q4 | $2.68M | Sell |
85,155
-66
| -0.1% | -$2.08K | 0.02% | 525 |
|
|
2017
Q3 | $2.73M | Sell |
85,221
-9,987
| -10% | -$320K | 0.02% | 509 |
|
|
2017
Q2 | $2.9M | Sell |
95,208
-580
| -0.6% | -$17.7K | 0.03% | 490 |
|
|
2017
Q1 | $2.9M | Sell |
95,788
-20,000
| -17% | -$605K | 0.03% | 477 |
|
|
2016
Q4 | $3.6M | Sell |
115,788
-3,499
| -3% | -$109K | 0.03% | 440 |
|
|
2016
Q3 | $2.77M | Sell |
119,287
-4,739
| -4% | -$110K | 0.03% | 505 |
|
|
2016
Q2 | $2.85M | Sell |
124,026
-8,000
| -6% | -$184K | 0.03% | 474 |
|
|
2016
Q1 | $2.81M | Sell |
132,026
-3,856
| -3% | -$82.2K | 0.03% | 459 |
|
|
2015
Q4 | $3.26M | Sell |
135,882
-4,162
| -3% | -$99.9K | 0.04% | 437 |
|
|
2015
Q3 | $3.33M | Buy |
140,044
+100
| +0.1% | +$2.38K | 0.04% | 407 |
|
|
2015
Q2 | $3.61M | Sell |
139,944
-1,144
| -0.8% | -$29.5K | 0.04% | 436 |
|
|
2015
Q1 | $3.42M | Hold |
141,088
| – | – | 0.04% | 424 |
|
|
2014
Q4 | $3.18M | Buy |
141,088
+130,555
| +1,239% | +$2.94M | 0.05% | 365 |
|
|
2014
Q3 | $212K | Sell |
10,533
-230
| -2% | -$4.63K | ﹤0.01% | 1035 |
|
|
2014
Q2 | $264K | Buy |
+10,763
| New | +$264K | ﹤0.01% | 762 |
|