Stonegate Investment Group’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-635
| Closed | -$219K | – | 408 |
|
|
2024
Q4 | $219K | Sell |
635
-169
| -21% | -$58.3K | 0.01% | 320 |
|
|
2024
Q3 | $272K | Sell |
804
-64
| -7% | -$21.6K | 0.01% | 286 |
|
|
2024
Q2 | $255K | Buy |
868
+193
| +29% | +$56.7K | 0.01% | 288 |
|
|
2024
Q1 | $221K | Sell |
675
-83
| -11% | -$27.2K | 0.01% | 299 |
|
|
2023
Q4 | $212K | Buy |
+758
| New | +$212K | 0.01% | 278 |
|