Concourse Financial Group Securities’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 |
-19
| Closed | -$7.13K | – | 4428 |
|
|
2024
Q4 | $7.13K | Sell |
19
-7
| -27% | -$2.63K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $8.79K | Buy |
+26
| New | +$8.79K | ﹤0.01% | 1722 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5551 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5555 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5499 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5398 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5291 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5111 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5092 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4902 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4921 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4827 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4860 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4739 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4597 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4471 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4353 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4173 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4064 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4062 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4011 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3786 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4017 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3958 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3839 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3523 |
|