CAPTRUST Financial Advisors’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 | $212K | Buy |
+1,009
| New | +$212K | ﹤0.01% | 2265 |
|
|
2022
Q3 | – | Sell |
-606
| Closed | -$14K | – | 3513 |
|
|
2022
Q2 | $14K | Buy |
606
+116
| +24% | +$2.68K | ﹤0.01% | 3574 |
|
|
2022
Q1 | $10K | Buy |
490
+51
| +12% | +$1.04K | ﹤0.01% | 3810 |
|
|
2021
Q4 | $13K | Buy |
439
+74
| +20% | +$2.19K | ﹤0.01% | 3568 |
|
|
2021
Q3 | $9K | Buy |
365
+125
| +52% | +$3.08K | ﹤0.01% | 3683 |
|
|
2021
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 3715 |
|
|
2021
Q1 | $8K | Buy |
240
+235
| +4,700% | +$7.83K | ﹤0.01% | 3551 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 3483 |
|
|
2020
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3185 |
|