CYG
Clean Yield Group’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
13,600
+953
| +8% | +$303K | 1.29% | 27 |
|
|
2025
Q1 | $4.26M | Buy |
12,647
+9,312
| +279% | +$3.14M | 1.39% | 23 |
|
|
2024
Q4 | $1.15M | Hold |
3,335
| – | – | 0.37% | 64 |
|
|
2024
Q3 | $1.13M | Hold |
3,335
| – | – | 0.36% | 62 |
|
|
2024
Q2 | $980K | Sell |
3,335
-75
| -2% | -$22K | 0.37% | 60 |
|
|
2024
Q1 | $1.12M | Sell |
3,410
-415
| -11% | -$136K | 0.44% | 57 |
|
|
2023
Q4 | $1.07M | Hold |
3,825
| – | – | 0.45% | 54 |
|
|
2023
Q3 | $887K | Hold |
3,825
| – | – | 0.39% | 54 |
|
|
2023
Q2 | $850K | Hold |
3,825
| – | – | 0.35% | 56 |
|
|
2023
Q1 | $798K | Sell |
3,825
-315
| -8% | -$65.7K | 0.34% | 57 |
|
|
2022
Q4 | $735K | Sell |
4,140
-188
| -4% | -$33.4K | 0.32% | 68 |
|
|
2022
Q3 | $722K | Hold |
4,328
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $789K | Sell |
4,328
-100
| -2% | -$18.2K | 0.33% | 63 |
|
|
2022
Q1 | $860K | Sell |
4,428
-250
| -5% | -$48.6K | 0.3% | 69 |
|
|
2021
Q4 | $1.08M | Hold |
4,678
| – | – | 0.34% | 61 |
|
|
2021
Q3 | $955K | Sell |
4,678
-435
| -9% | -$88.8K | 0.31% | 63 |
|
|
2021
Q2 | $900K | Sell |
5,113
-510
| -9% | -$89.8K | 0.31% | 62 |
|
|
2021
Q1 | $1.04M | Sell |
5,623
-700
| -11% | -$129K | 0.39% | 55 |
|
|
2020
Q4 | $891K | Sell |
6,323
-105
| -2% | -$14.8K | 0.32% | 58 |
|
|
2020
Q3 | $705K | Sell |
6,428
-740
| -10% | -$81.2K | 0.29% | 55 |
|
|
2020
Q2 | $714K | Sell |
7,168
-250
| -3% | -$24.9K | 0.31% | 57 |
|
|
2020
Q1 | $554K | Sell |
7,418
-2,115
| -22% | -$158K | 0.26% | 64 |
|
|
2019
Q4 | $1M | Sell |
9,533
-250
| -3% | -$26.3K | 0.31% | 60 |
|
|
2019
Q3 | $859K | Hold |
9,783
| – | – | 0.28% | 65 |
|
|
2019
Q2 | $888K | Sell |
9,783
-1,125
| -10% | -$102K | 0.32% | 57 |
|
|
2019
Q1 | $959K | Sell |
10,908
-950
| -8% | -$83.5K | 0.39% | 58 |
|
|
2018
Q4 | $966K | Sell |
11,858
-1,580
| -12% | -$129K | 0.42% | 61 |
|
|
2018
Q3 | $1.45M | Sell |
13,438
-1,225
| -8% | -$132K | 0.58% | 57 |
|
|
2018
Q2 | $1.41M | Sell |
14,663
-1,340
| -8% | -$129K | 0.58% | 56 |
|
|
2018
Q1 | $1.51M | Sell |
16,003
-9,858
| -38% | -$931K | 0.64% | 53 |
|
|
2017
Q4 | $2.6M | Sell |
25,861
-1,327
| -5% | -$133K | 1.03% | 37 |
|
|
2017
Q3 | $2.68M | Sell |
27,188
-2,633
| -9% | -$259K | 1.09% | 35 |
|
|
2017
Q2 | $2.31M | Sell |
29,821
-3,720
| -11% | -$288K | 0.97% | 40 |
|
|
2017
Q1 | $1.99M | Sell |
33,541
-11,305
| -25% | -$671K | 0.84% | 41 |
|
|
2016
Q4 | $2.75M | Sell |
44,846
-7,080
| -14% | -$433K | 1.24% | 34 |
|
|
2016
Q3 | $2.71M | Sell |
51,926
-6,767
| -12% | -$353K | 1.18% | 29 |
|
|
2016
Q2 | $3.02M | Sell |
58,693
-3,468
| -6% | -$179K | 1.3% | 29 |
|
|
2016
Q1 | $2.86M | Sell |
62,161
-3,580
| -5% | -$165K | 1.27% | 29 |
|
|
2015
Q4 | $2.43M | Buy |
65,741
+889
| +1% | +$32.8K | 1.2% | 32 |
|
|
2015
Q3 | $2.77M | Sell |
64,852
-1,163
| -2% | -$49.7K | 1.31% | 30 |
|
|
2015
Q2 | $3.12M | Sell |
66,015
-2,410
| -4% | -$114K | 1.43% | 23 |
|
|
2015
Q1 | $3.6M | Buy |
68,425
+125
| +0.2% | +$6.58K | 1.54% | 22 |
|
|
2014
Q4 | $2.92M | Buy |
68,300
+1,185
| +2% | +$50.6K | 1.31% | 28 |
|
|
2014
Q3 | $2.62M | Buy |
67,115
+8,441
| +14% | +$330K | 1.26% | 27 |
|
|
2014
Q2 | $2.26M | Buy |
58,674
+3,765
| +7% | +$145K | 1.11% | 32 |
|
|
2014
Q1 | $2M | Hold |
54,909
| – | – | 1.04% | 36 |
|
|
2013
Q4 | $2.23M | Sell |
54,909
-325
| -0.6% | -$13.2K | 1.19% | 31 |
|
|
2013
Q3 | $1.86M | Hold |
55,234
| – | – | 1% | 38 |
|
|
2013
Q2 | $1.67M | Buy |
+55,234
| New | +$1.67M | 0.95% | 39 |
|