CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Powell Industries POWL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$212K Buy
2022
Q3 		– Sell
2022
Q2 		$14K Buy
2022
Q1 		$10K Buy
2021
Q4 		$13K Buy
2021
Q3 		$9K Buy
2021
Q2 		$7K Hold
2021
Q1 		$8K Buy
2020
Q4 		$0 Hold
2020
Q3 		$0 Buy