United Capital Financial Advisors’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 |
-171,660
| Closed | -$3.77M | – | 1266 |
|
2021
Q3 | $3.77M | Sell |
171,660
-5,000
| -3% | -$110K | 0.02% | 415 |
|
2021
Q2 | $3.69M | Sell |
176,660
-100,005
| -36% | -$2.09M | 0.02% | 422 |
|
2021
Q1 | $5.74M | Sell |
276,665
-100,000
| -27% | -$2.07M | 0.03% | 342 |
|
2020
Q4 | $6.19M | Sell |
376,665
-49,995
| -12% | -$821K | 0.04% | 315 |
|
2020
Q3 | $3.67M | Sell |
426,660
-50,000
| -10% | -$429K | 0.02% | 388 |
|
2020
Q2 | $4.22M | Sell |
476,660
-794
| -0.2% | -$7.03K | 0.03% | 388 |
|
2020
Q1 | $3.13M | Buy |
477,454
+5
| +0% | +$33 | 0.03% | 407 |
|
2019
Q4 | $8.66M | Sell |
477,449
-49,077
| -9% | -$890K | 0.06% | 324 |
|
2019
Q3 | $9.24M | Sell |
526,526
-19,445
| -4% | -$341K | 0.06% | 300 |
|
2019
Q2 | $11.2M | Buy |
545,971
+518,058
| +1,856% | +$10.6M | 0.07% | 274 |
|
2019
Q1 | $520K | Buy |
27,913
+8,541
| +44% | +$159K | ﹤0.01% | 962 |
|
2018
Q4 | $325K | Buy |
19,372
+1,104
| +6% | +$18.5K | ﹤0.01% | 1039 |
|
2018
Q3 | $477K | Buy |
18,268
+1,389
| +8% | +$36.3K | ﹤0.01% | 984 |
|
2018
Q2 | $487K | Buy |
+16,879
| New | +$487K | ﹤0.01% | 953 |
|