Segall Bryant & Hamill’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7M | Sell |
33,617
-307
| -0.9% | -$97.5K | 0.15% | 219 |
|
2025
Q1 | $11.4M | Sell |
33,924
-365
| -1% | -$123K | 0.18% | 186 |
|
2024
Q4 | $11.8M | Buy |
34,289
+1,136
| +3% | +$392K | 0.16% | 197 |
|
2024
Q3 | $11.2M | Buy |
+33,153
| New | +$11.2M | 0.15% | 208 |
|
2020
Q1 | – | Sell |
-7,120
| Closed | -$750K | – | 814 |
|
2019
Q4 | $750K | Buy |
+7,120
| New | +$750K | 0.01% | 581 |
|