A detailed history of Ever Source Wealth Advisors, LLC transactions in Cadence Bank stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 961 shares of CADE stock, worth $33,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
961
Previous 1,159 17.08%
Holding current value
$33,413
Previous $32,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$27.64 - $33.58 $5,472 - $6,648
-198 Reduced 17.08%
961 $30,000
Q2 2024

Aug 13, 2024

BUY
$26.37 - $29.74 $3,111 - $3,509
118 Added 11.34%
1,159 $32,000
Q1 2024

Jun 11, 2024

BUY
$25.54 - $29.99 $2,298 - $2,699
90 Added 9.46%
1,041 $30,000
Q4 2023

Feb 09, 2024

SELL
$19.69 - $31.04 $17,780 - $28,029
-903 Reduced 48.71%
951 $28,000
Q3 2023

Nov 03, 2023

SELL
$19.14 - $25.82 $459 - $619
-24 Reduced 1.28%
1,854 $39,000
Q2 2023

Aug 04, 2023

BUY
$17.65 - $21.59 $33,146 - $40,546
1,878 New
1,878 $36,000
Q4 2022

Feb 09, 2023

SELL
$23.83 - $29.12 $3,002 - $3,669
-126 Closed
0 $0
Q3 2022

Nov 07, 2022

SELL
$22.31 - $27.15 $4,305 - $5,239
-193 Reduced 60.5%
126 $3,000
Q2 2022

Aug 01, 2022

SELL
$22.97 - $28.74 $8,315 - $10,403
-362 Reduced 53.16%
319 $7,000
Q4 2021

Feb 07, 2022

BUY
$27.74 - $31.82 $18,890 - $21,669
681 New
681 $20,000

Others Institutions Holding CADE

About Cadence Bank


  • Ticker CADE
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 182,452,000
  • Market Cap $6.34B
  • Description
  • Cadence Bank provides commercial banking and financial services in the United States. Its products and services include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized and asset-based lending, commercial real estate, equipment financing, and...
More about CADE
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.