Bank of Montreal’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 | $558K | Sell |
2,650
-464
| -15% | -$97.6K | ﹤0.01% | 1955 |
|
2025
Q1 | $530K | Buy |
3,114
+1,126
| +57% | +$192K | ﹤0.01% | 1923 |
|
2024
Q4 | $441K | Buy |
1,988
+628
| +46% | +$139K | ﹤0.01% | 2043 |
|
2024
Q3 | $298K | Buy |
+1,360
| New | +$298K | ﹤0.01% | 2482 |
|
2023
Q3 | – | Sell |
-22,107
| Closed | -$1.35M | – | 3611 |
|
2023
Q2 | $1.35M | Buy |
+22,107
| New | +$1.35M | ﹤0.01% | 1724 |
|
2021
Q3 | – | Sell |
-46,025
| Closed | -$1.49M | – | 3649 |
|
2021
Q2 | $1.49M | Buy |
46,025
+13,215
| +40% | +$427K | ﹤0.01% | 2113 |
|
2021
Q1 | $1.11M | Sell |
32,810
-8,747
| -21% | -$295K | ﹤0.01% | 1831 |
|
2020
Q4 | $1.35M | Buy |
41,557
+40,444
| +3,634% | +$1.32M | ﹤0.01% | 1709 |
|
2020
Q3 | $27K | Sell |
1,113
-295
| -21% | -$7.16K | ﹤0.01% | 3294 |
|
2020
Q2 | $36K | Buy |
1,408
+681
| +94% | +$17.4K | ﹤0.01% | 3222 |
|
2020
Q1 | $16K | Sell |
727
-2,121
| -74% | -$46.7K | ﹤0.01% | 3027 |
|
2019
Q4 | $140K | Buy |
2,848
+170
| +6% | +$8.36K | ﹤0.01% | 2849 |
|
2019
Q3 | $105K | Buy |
2,678
+267
| +11% | +$10.5K | ﹤0.01% | 2791 |
|
2019
Q2 | $92K | Buy |
2,411
+750
| +45% | +$28.6K | ﹤0.01% | 2942 |
|
2019
Q1 | $44K | Sell |
1,661
-129
| -7% | -$3.42K | ﹤0.01% | 2991 |
|
2018
Q4 | $44K | Buy |
1,790
+187
| +12% | +$4.6K | ﹤0.01% | 2998 |
|
2018
Q3 | $57K | Sell |
1,603
-2
| -0.1% | -$71 | ﹤0.01% | 3028 |
|
2018
Q2 | $56K | Buy |
1,605
+63
| +4% | +$2.2K | ﹤0.01% | 3048 |
|
2018
Q1 | $42K | Buy |
1,542
+1,220
| +379% | +$33.2K | ﹤0.01% | 3037 |
|
2017
Q4 | $9K | Sell |
322
-2,880
| -90% | -$80.5K | ﹤0.01% | 3483 |
|
2017
Q3 | $96K | Hold |
3,202
| – | – | ﹤0.01% | 2749 |
|
2017
Q2 | $102K | Sell |
3,202
-165
| -5% | -$5.26K | ﹤0.01% | 2716 |
|
2017
Q1 | $116K | Sell |
3,367
-202
| -6% | -$6.96K | ﹤0.01% | 2521 |
|
2016
Q4 | $154K | Sell |
3,569
-682
| -16% | -$29.4K | ﹤0.01% | 2364 |
|
2016
Q3 | $170K | Sell |
4,251
-183
| -4% | -$7.32K | ﹤0.01% | 2287 |
|
2016
Q2 | $174K | Buy |
4,434
+65
| +1% | +$2.55K | ﹤0.01% | 2314 |
|
2016
Q1 | $130K | Hold |
4,369
| – | – | ﹤0.01% | 2477 |
|
2015
Q4 | $114K | Buy |
4,369
+36
| +0.8% | +$939 | ﹤0.01% | 2537 |
|
2015
Q3 | $131K | Hold |
4,333
| – | – | ﹤0.01% | 2264 |
|
2015
Q2 | $152K | Hold |
4,333
| – | – | ﹤0.01% | 2328 |
|
2015
Q1 | $146K | Sell |
4,333
-35
| -0.8% | -$1.18K | ﹤0.01% | 2273 |
|
2014
Q4 | $214K | Hold |
4,368
| – | – | ﹤0.01% | 2101 |
|
2014
Q3 | $179K | Sell |
4,368
-280
| -6% | -$11.5K | ﹤0.01% | 2162 |
|
2014
Q2 | $304K | Buy |
4,648
+230
| +5% | +$15K | ﹤0.01% | 1964 |
|
2014
Q1 | $286K | Sell |
4,418
-525
| -11% | -$34K | ﹤0.01% | 1895 |
|
2013
Q4 | $331K | Hold |
4,943
| – | – | ﹤0.01% | 1732 |
|
2013
Q3 | $303K | Buy |
4,943
+4,650
| +1,587% | +$285K | ﹤0.01% | 1714 |
|
2013
Q2 | $16K | Buy |
+293
| New | +$16K | ﹤0.01% | 2753 |
|