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