Creative Planning’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,811
-2,562
| -40% | -$813K | ﹤0.01% | 1700 |
|
|
2025
Q1 | $2.15M | Buy |
6,373
+1,154
| +22% | +$389K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $1.8M | Buy |
5,219
+708
| +16% | +$244K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $1.52M | Buy |
4,511
+660
| +17% | +$223K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $1.13M | Buy |
3,851
+23
| +0.6% | +$6.76K | ﹤0.01% | 1316 |
|
|
2024
Q1 | $1.26M | Buy |
3,828
+1,482
| +63% | +$486K | ﹤0.01% | 1188 |
|
|
2023
Q4 | $658K | Buy |
2,346
+1,201
| +105% | +$337K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $258K | Buy |
+1,145
| New | +$258K | ﹤0.01% | 2046 |
|
|
2021
Q2 | – | Sell |
-1,088
| Closed | -$201K | – | 2171 |
|
|
2021
Q1 | $201K | Buy |
+1,088
| New | +$201K | ﹤0.01% | 2056 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$2K | – | 2765 |
|
|
2017
Q2 | $2K | Sell |
29
-171
| -86% | -$11.8K | ﹤0.01% | 4223 |
|
|
2017
Q1 | $12K | Buy |
200
+190
| +1,900% | +$11.4K | ﹤0.01% | 3435 |
|
|
2016
Q4 | $1K | Sell |
10
-82
| -89% | -$8.2K | ﹤0.01% | 4300 |
|
|
2016
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 3789 |
|
|
2016
Q2 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 3578 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$12K | – | 4349 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 3049 |
|
|
2015
Q1 | – | Sell |
-61
| Closed | -$3K | – | 4147 |
|
|
2014
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 3624 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$1K | – | 3732 |
|
|
2014
Q1 | $1K | Buy |
30
+25
| +500% | +$833 | ﹤0.01% | 3398 |
|
|
2013
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3388 |
|