Advisory Services Network’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
6,372
+2,433
| +62% | +$577K | 0.02% | 658 |
|
|
2025
Q1 | $671K | Buy |
3,939
+2,185
| +125% | +$372K | 0.01% | 926 |
|
|
2024
Q4 | $389K | Sell |
1,754
-1,067
| -38% | -$236K | 0.01% | 1158 |
|
|
2024
Q3 | $405K | Hold |
2,821
| – | – | 0.01% | 1076 |
|
|
2024
Q2 | $405K | Buy |
+2,821
| New | +$405K | 0.01% | 1076 |
|
|
2021
Q3 | – | Sell |
-505
| Closed | -$16K | – | 2751 |
|
|
2021
Q2 | $16K | Buy |
+505
| New | +$16K | ﹤0.01% | 2603 |
|
|
2021
Q1 | – | Sell |
-505
| Closed | -$15K | – | 2696 |
|
|
2020
Q4 | $15K | Hold |
505
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q3 | $12K | Buy |
+505
| New | +$12K | ﹤0.01% | 2352 |
|
|
2020
Q2 | – | Sell |
-505
| Closed | -$13K | – | 2313 |
|
|
2020
Q1 | $13K | Hold |
505
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q4 | $25K | Sell |
505
-1,104
| -69% | -$54.7K | ﹤0.01% | 1905 |
|
|
2019
Q3 | $61K | Hold |
1,609
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q2 | $61K | Hold |
1,609
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q1 | $43K | Hold |
1,609
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q4 | $40K | Buy |
+1,609
| New | +$40K | ﹤0.01% | 1234 |
|