Concourse Financial Group Securities’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6133 |
|
|
2024
Q4 | – | Sell |
-1,031
| Closed | -$229K | – | 6837 |
|
|
2024
Q3 | $229K | Buy |
+1,031
| New | +$229K | 0.01% | 663 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6844 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6842 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6773 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6617 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6467 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6234 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6239 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6059 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6011 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5896 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5874 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5713 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5528 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5355 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5209 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5015 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4885 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4856 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4793 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4594 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4739 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4680 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4561 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4315 |
|