Janney Montgomery Scott’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
702
+7
| +1% | +$2.22K | ﹤0.01% | 2505 |
|
|
2025
Q1 | $234K | Buy |
695
+97
| +16% | +$32.7K | ﹤0.01% | 2451 |
|
|
2024
Q4 | $206K | Hold |
598
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q3 | $202K | Buy |
+598
| New | +$202K | ﹤0.01% | 2506 |
|
|
2024
Q2 | – | Sell |
-638
| Closed | -$209K | – | 2723 |
|
|
2024
Q1 | $209K | Buy |
+638
| New | +$209K | ﹤0.01% | 2545 |
|
|
2019
Q1 | – | Sell |
-7,655
| Closed | -$624K | – | 2041 |
|
|
2018
Q4 | $624K | Buy |
7,655
+291
| +4% | +$23.7K | 0.01% | 1171 |
|
|
2018
Q3 | $794K | Sell |
7,364
-60
| -0.8% | -$6.47K | 0.01% | 1174 |
|
|
2018
Q2 | $714K | Sell |
7,424
-477
| -6% | -$45.9K | 0.01% | 1183 |
|
|
2018
Q1 | $747K | Sell |
7,901
-747
| -9% | -$70.6K | 0.01% | 1104 |
|
|
2017
Q4 | $868K | Buy |
8,648
+814
| +10% | +$81.7K | 0.01% | 1010 |
|
|
2017
Q3 | $772K | Buy |
+7,834
| New | +$772K | 0.01% | 1042 |
|