Allworth Financial’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
55
+1
| +2% | +$315 | ﹤0.01% | 2602 |
|
|
2025
Q1 | $17.2K | Buy |
54
+2
| +4% | +$637 | ﹤0.01% | 2163 |
|
|
2024
Q4 | $19.7K | Hold |
52
| – | – | ﹤0.01% | 2111 |
|
|
2024
Q3 | $17.7K | Hold |
52
| – | – | ﹤0.01% | 1994 |
|
|
2024
Q2 | $17.4K | Sell |
52
-6
| -10% | -$2K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $19.1K | Buy |
58
+1
| +2% | +$330 | ﹤0.01% | 1798 |
|
|
2023
Q4 | $16K | Buy |
57
+5
| +10% | +$1.41K | ﹤0.01% | 1759 |
|
|
2023
Q3 | $11.8K | Hold |
52
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q2 | $11.6K | Hold |
52
| – | – | ﹤0.01% | 1816 |
|
|
2023
Q1 | $10.8K | Hold |
52
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q4 | $9.24K | Buy |
+52
| New | +$9.24K | ﹤0.01% | 1708 |
|