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