LPL Financial’s Kadant KAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
1,676
+47
| +3% | +$14.9K | ﹤0.01% | 4265 |
|
|
2025
Q1 | $549K | Buy |
1,629
+72
| +5% | +$24.3K | ﹤0.01% | 4033 |
|
|
2024
Q4 | $537K | Buy |
1,557
+241
| +18% | +$83.1K | ﹤0.01% | 3979 |
|
|
2024
Q3 | $445K | Sell |
1,316
-22
| -2% | -$7.44K | ﹤0.01% | 4032 |
|
|
2024
Q2 | $393K | Buy |
1,338
+476
| +55% | +$140K | ﹤0.01% | 3988 |
|
|
2024
Q1 | $283K | Sell |
862
-55
| -6% | -$18.1K | ﹤0.01% | 4182 |
|
|
2023
Q4 | $257K | Buy |
+917
| New | +$257K | ﹤0.01% | 4150 |
|
|
2020
Q1 | – | Sell |
-3,419
| Closed | -$360K | – | 3317 |
|
|
2019
Q4 | $360K | Hold |
3,419
| – | – | ﹤0.01% | 2629 |
|
|
2019
Q3 | $300K | Buy |
3,419
+60
| +2% | +$5.27K | ﹤0.01% | 2674 |
|
|
2019
Q2 | $305K | Sell |
3,359
-160
| -5% | -$14.5K | ﹤0.01% | 2673 |
|
|
2019
Q1 | $310K | Sell |
3,519
-242
| -6% | -$21.3K | ﹤0.01% | 2588 |
|
|
2018
Q4 | $306K | Buy |
+3,761
| New | +$306K | ﹤0.01% | 2431 |
|
|
2015
Q3 | – | Sell |
-6,561
| Closed | -$305K | – | 2847 |
|
|
2015
Q2 | $305K | Buy |
+6,561
| New | +$305K | ﹤0.01% | 2292 |
|
|
2014
Q3 | – | Sell |
-8,162
| Closed | -$314K | – | 2742 |
|
|
2014
Q2 | $314K | Buy |
+8,162
| New | +$314K | ﹤0.01% | 2168 |
|