Aptus Capital Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Buy |
41,533
+419
| +1% | +$135K | 0.1% | 186 |
|
|
2025
Q4 | $11.7M | Buy |
41,114
+180
| +0.4% | +$51.1K | 0.1% | 193 |
|
|
2025
Q3 | $12.2M | Buy |
40,934
+5,357
| +15% | +$1.75M | 0.11% | 187 |
|
|
2025
Q2 | $11.3M | Buy |
35,577
+3,135
| +10% | +$981K | 0.11% | 177 |
|
|
2025
Q1 | $10.9M | Buy |
32,442
+3,634
| +13% | +$1.32M | 0.12% | 169 |
|
|
2024
Q4 | $9.94M | Buy |
28,808
+5,223
| +22% | +$1.89M | 0.12% | 164 |
|
|
2024
Q3 | $7.97M | Buy |
23,585
+3,164
| +15% | +$1.01M | 0.12% | 158 |
|
|
2024
Q2 | $6M | Buy |
20,421
+4,049
| +25% | +$1.15M | 0.11% | 165 |
|
|
2024
Q1 | $5.37M | Buy |
16,372
+1,759
| +12% | +$531K | 0.12% | 173 |
|
|
2023
Q4 | $4.1M | Sell |
14,613
-162
| -1% | -$40.5K | 0.12% | 154 |
|
|
2023
Q3 | $3.33M | Sell |
14,775
-3,024
| -17% | -$655K | 0.1% | 169 |
|
|
2023
Q2 | $3.95M | Buy |
17,799
+1,367
| +8% | +$274K | 0.12% | 169 |
|
|
2023
Q1 | $3.43M | Buy |
16,432
+1,924
| +13% | +$391K | 0.1% | 157 |
|
|
2022
Q4 | $2.58M | Buy |
14,508
+1,550
| +12% | +$276K | 0.08% | 190 |
|
|
2022
Q3 | $2.16M | Buy |
12,958
+750
| +6% | +$140K | 0.07% | 196 |
|
|
2022
Q2 | $2.23M | Buy |
12,208
+450
| +4% | +$83.8K | 0.07% | 178 |
|
|
2022
Q1 | $2.28M | Buy |
11,758
+750
| +7% | +$153K | 0.07% | 190 |
|
|
2021
Q4 | $2.54M | Buy |
11,008
+2,100
| +24% | +$468K | 0.09% | 175 |
|
|
2021
Q3 | $1.82M | Sell |
8,908
-1,896
| -18% | -$374K | 0.07% | 188 |
|
|
2021
Q2 | $1.9M | Buy |
10,804
+1,628
| +18% | +$287K | 0.09% | 148 |
|
|
2021
Q1 | $1.7M | Buy |
9,176
+1,776
| +24% | +$285K | 0.09% | 142 |
|
|
2020
Q4 | $1.04M | Buy |
7,400
+1,184
| +19% | +$151K | 0.06% | 173 |
|
|
2020
Q3 | $681K | Sell |
6,216
-148
| -2% | -$16.8K | 0.05% | 192 |
|
|
2020
Q2 | $634K | Buy |
6,364
+74
| +1% | +$6.59K | 0.05% | 171 |
|
|
2020
Q1 | $470K | Buy |
6,290
+444
| +8% | +$42.1K | 0.05% | 179 |
|
|
2019
Q4 | $616K | Buy |
5,846
+962
| +20% | +$91.3K | 0.06% | 232 |
|
|
2019
Q3 | $429K | Sell |
4,884
-1,258
| -20% | -$108K | 0.05% | 283 |
|
|
2019
Q2 | $557K | Buy |
6,142
+962
| +19% | +$86.5K | 0.08% | 203 |
|
|
2019
Q1 | $455K | Buy |
5,180
+2,220
| +75% | +$191K | 0.08% | 208 |
|
|
2018
Q4 | $241K | Buy |
+2,960
| New | +$277K | 0.06% | 139 |
|
Other funds holding KAI
WA
VPM
VCM
