Raymond James Trust’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $427K | Sell |
1,263
-296
| -19% | -$100K | 0.01% | 857 |
|
|
2024
Q2 | $458K | Buy |
1,559
+172
| +12% | +$50.5K | 0.01% | 763 |
|
|
2024
Q1 | $455K | Sell |
1,387
-194
| -12% | -$63.7K | 0.01% | 761 |
|
|
2023
Q4 | $443K | Sell |
1,581
-55
| -3% | -$15.4K | 0.01% | 746 |
|
|
2023
Q3 | $369K | Sell |
1,636
-76
| -4% | -$17.1K | 0.01% | 779 |
|
|
2023
Q2 | $380K | Buy |
1,712
+3
| +0.2% | +$666 | 0.01% | 784 |
|
|
2023
Q1 | $356K | Sell |
1,709
-78
| -4% | -$16.2K | 0.01% | 784 |
|
|
2022
Q4 | $318K | Sell |
1,787
-166
| -8% | -$29.5K | 0.01% | 793 |
|
|
2022
Q3 | $326K | Buy |
1,953
+199
| +11% | +$33.2K | 0.01% | 749 |
|
|
2022
Q2 | $320K | Buy |
1,754
+35
| +2% | +$6.39K | 0.01% | 775 |
|
|
2022
Q1 | $333K | Buy |
1,719
+175
| +11% | +$33.9K | 0.01% | 820 |
|
|
2021
Q4 | $356K | Sell |
1,544
-8
| -0.5% | -$1.85K | 0.01% | 804 |
|
|
2021
Q3 | $317K | Sell |
1,552
-125
| -7% | -$25.5K | 0.01% | 828 |
|
|
2021
Q2 | $296K | Buy |
+1,677
| New | +$296K | 0.01% | 864 |
|