Commonwealth Equity Services’s Powell Industries POWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2M	Buy	62,118 +3,237	+5%	+$529K	0.02%	828
2025 Q4	$6.26M	Buy	58,881 +2,355	+4%	+$264K	0.01%	1169
2025 Q3	$5.74M	Buy	56,526 +3,636	+7%	+$308K	0.01%	1247
2025 Q2	$3.71M	Sell	52,890 -2,226	-4%	-$134K	﹤0.01%	1539
2025 Q1	$3.13M	Sell	55,116 -19,089	-26%	-$1.33M	﹤0.01%	1601
2024 Q4	$5.48M	Buy	74,205 +16,209	+28%	+$1.45M	0.01%	1178
2024 Q3	$4.29M	Buy	57,996 +8,532	+17%	+$464K	0.01%	1319
2024 Q2	$2.36M	Buy	49,464 +15,147	+44%	+$790K	﹤0.01%	1680
2024 Q1	$1.63M	Buy	+34,317	New	+$1.47M	﹤0.01%	1910
2017 Q1	–	Sell	-16,101	Closed	-$209K	–	2461
2016 Q4	$209K	Buy	16,101 +99	+0.6%	+$1.31K	﹤0.01%	2025
2016 Q3	$214K	Sell	16,002 -4,368	-21%	-$55.7K	﹤0.01%	1942
2016 Q2	$267K	Sell	20,370 -645	-3%	-$7.24K	﹤0.01%	1748
2016 Q1	$209K	Buy	+21,015	New	+$186K	﹤0.01%	1884
2015 Q1	–	Sell	-12,432	Closed	-$203K	–	2213
2014 Q4	$203K	Buy	+12,432	New	+$185K	﹤0.01%	1841
2014 Q2	–	Sell	-11,580	Closed	-$250K	–	2084
2014 Q1	$250K	Buy	11,580 +42	+0.4%	+$906	﹤0.01%	1601
2013 Q4	$258K	Buy	+11,538	New	+$249K	﹤0.01%	1547