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Cadence Bank shares owned by Creative Planning

Quarter-by-quarter ownership of Cadence Bank (CADE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Cadence Bank

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All positions including Cadence Bank held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cadence Bank by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $574k 19k 29.59
2023-09-30 $389k 18k 21.22
2023-06-30 $346k 18k 19.64
2023-03-31 $356k 17k 20.76
2022-12-31 $322k 13k 24.66
2022-09-30 $322k 13k 25.42
2022-06-30 $287k 12k 23.50
2022-03-31 $724k 25k 29.26
2021-12-31 $631k 21k 29.81