Steward Partners Investment Advisory’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
870
| – | – | ﹤0.01% | 1595 |
|
|
2025
Q1 | $293K | Hold |
870
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q4 | $300K | Sell |
870
-2
| -0.2% | -$690 | ﹤0.01% | 1408 |
|
|
2024
Q3 | $295K | Sell |
872
-5
| -0.6% | -$1.69K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $258K | Hold |
877
| – | – | ﹤0.01% | 1334 |
|
|
2024
Q1 | $288K | Sell |
877
-99
| -10% | -$32.5K | ﹤0.01% | 1277 |
|
|
2023
Q4 | $274K | Buy |
976
+924
| +1,777% | +$259K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $11.7K | Sell |
52
-25
| -32% | -$5.64K | ﹤0.01% | 2532 |
|
|
2023
Q2 | $17.1K | Buy |
77
+52
| +208% | +$11.6K | ﹤0.01% | 2362 |
|
|
2023
Q1 | $5.21K | Sell |
25
-80
| -76% | -$16.7K | ﹤0.01% | 2777 |
|
|
2022
Q4 | $18.7K | Buy |
+105
| New | +$18.7K | ﹤0.01% | 2260 |
|