CAPTRUST Financial Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
|
|||||
|
2025
Q1 | $277K | Sell |
|
|||||
|
2024
Q4 | $289K | Sell |
|
|||||
|
2024
Q3 | $644K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $411K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $57K | Hold |
|
|||||
|
2022
Q1 | $61K | Hold |
|
|||||
|
2021
Q4 | $73K | Sell |
|
|||||
|
2021
Q3 | $102K | Buy |
|
|||||
|
2021
Q2 | $86K | Sell |
|
|||||
|
2021
Q1 | $93K | Buy |
|
|||||
|
2020
Q4 | $16K | Hold |
|
|||||
|
2020
Q3 | $13K | Hold |
|
|||||
|
2020
Q2 | $11K | Buy |
|