Bleakley Financial Group’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,382
| Closed | -$822K | – | 760 |
|
|
2024
Q4 | $822K | Buy |
2,382
+2
| +0.1% | +$690 | 0.02% | 468 |
|
|
2024
Q3 | $804K | Buy |
2,380
+211
| +10% | +$71.3K | 0.02% | 454 |
|
|
2024
Q2 | $637K | Sell |
2,169
-149
| -6% | -$43.8K | 0.02% | 527 |
|
|
2024
Q1 | $761K | Buy |
2,318
+391
| +20% | +$128K | 0.02% | 494 |
|
|
2023
Q4 | $540K | Buy |
+1,927
| New | +$540K | 0.02% | 567 |
|