Harbor Investment Advisory’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
174
+62
| +55% | +$19.7K | ﹤0.01% | 608 |
|
|
2025
Q1 | $37.7K | Sell |
112
-50
| -31% | -$16.8K | ﹤0.01% | 663 |
|
|
2024
Q4 | $55.9K | Sell |
162
-103
| -39% | -$35.5K | 0.01% | 569 |
|
|
2024
Q3 | $89.6K | Buy |
265
+62
| +31% | +$21K | 0.01% | 482 |
|
|
2024
Q2 | $59.6K | Hold |
203
| – | – | 0.01% | 549 |
|
|
2024
Q1 | $66.6K | Hold |
203
| – | – | 0.01% | 526 |
|
|
2023
Q4 | $56.9K | Sell |
203
-123
| -38% | -$34.5K | 0.01% | 543 |
|
|
2023
Q3 | $73.5K | Sell |
326
-266
| -45% | -$60K | 0.01% | 461 |
|
|
2023
Q2 | $131K | Hold |
592
| – | – | 0.02% | 428 |
|
|
2023
Q1 | $123K | Hold |
592
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $105K | Buy |
592
+79
| +15% | +$14K | 0.02% | 480 |
|
|
2022
Q3 | $86K | Buy |
513
+167
| +48% | +$28K | 0.01% | 510 |
|
|
2022
Q2 | $63K | Hold |
346
| – | – | 0.01% | 628 |
|
|
2022
Q1 | $67K | Hold |
346
| – | – | 0.01% | 657 |
|
|
2021
Q4 | $80K | Sell |
346
-149
| -30% | -$34.5K | 0.01% | 600 |
|
|
2021
Q3 | $101K | Sell |
495
-17
| -3% | -$3.47K | 0.01% | 527 |
|
|
2021
Q2 | $90K | Hold |
512
| – | – | 0.01% | 533 |
|
|
2021
Q1 | $95K | Hold |
512
| – | – | 0.01% | 491 |
|
|
2020
Q4 | $72K | Buy |
512
+120
| +31% | +$16.9K | 0.01% | 530 |
|
|
2020
Q3 | $43K | Buy |
392
+175
| +81% | +$19.2K | 0.01% | 534 |
|
|
2020
Q2 | $22K | Hold |
217
| – | – | ﹤0.01% | 603 |
|
|
2020
Q1 | $16K | Buy |
+217
| New | +$16K | ﹤0.01% | 618 |
|