NewEdge Advisors’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $561K | Buy |
1,766
+22
| +1% | +$6.98K | ﹤0.01% | 1628 |
|
2025
Q1 | $588K | Sell |
1,744
-60
| -3% | -$20.2K | ﹤0.01% | 1495 |
|
2024
Q4 | $622K | Sell |
1,804
-450
| -20% | -$155K | ﹤0.01% | 1415 |
|
2024
Q3 | $762K | Sell |
2,254
-56
| -2% | -$18.9K | ﹤0.01% | 1231 |
|
2024
Q2 | $678K | Sell |
2,310
-288
| -11% | -$84.6K | ﹤0.01% | 1246 |
|
2024
Q1 | $852K | Sell |
2,598
-514
| -17% | -$169K | 0.01% | 1076 |
|
2023
Q4 | $872K | Sell |
3,112
-966
| -24% | -$271K | 0.01% | 1005 |
|
2023
Q3 | $920K | Sell |
4,078
-443
| -10% | -$99.9K | 0.01% | 894 |
|
2023
Q2 | $1M | Buy |
4,521
+95
| +2% | +$21.1K | 0.01% | 867 |
|
2023
Q1 | $923K | Sell |
4,426
-605
| -12% | -$126K | 0.01% | 813 |
|
2022
Q4 | $87.7K | Buy |
+5,031
| New | +$87.7K | ﹤0.01% | 1492 |
|
2022
Q1 | – | Sell |
-901
| Closed | -$208K | – | 1396 |
|
2021
Q4 | $208K | Buy |
+901
| New | +$208K | ﹤0.01% | 1507 |
|
2020
Q1 | – | Sell |
-2,238
| Closed | -$235K | – | 847 |
|
2019
Q4 | $235K | Sell |
2,238
-365
| -14% | -$38.3K | 0.01% | 729 |
|
2019
Q3 | $227K | Buy |
+2,603
| New | +$227K | 0.01% | 717 |
|
2017
Q3 | – | Sell |
-1,085
| Closed | -$83.2K | – | 760 |
|
2017
Q2 | $83.2K | Buy |
+1,085
| New | +$83.2K | 0.01% | 450 |
|