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Concourse Financial Group Securities’s Powell Industries POWL Stock Holding History

Concourse Financial Group Securities’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
2024
Q4 		– Sell
-3,093
Closed -$276K – 2315
2024
Q3 		$229K Buy
+3,093
New +$168K 0.01% 663

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Concourse Financial Group Securities's POWL Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Powell Industries (POWL) in Q4 2024, closing a stake of 3,093 shares — an estimated $276K sold.

Concourse Financial Group Securities first reported a position in POWL in Q3 2024 and held it in 1 quarter. The position peaked at $229K in Q3 2024. 351 funds tracked by Wall St. Rank hold POWL as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Powell Industries position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,093 Powell Industries shares in Q4 2024, an estimated $276K.
  • Concourse Financial Group Securities first reported a position in Powell Industries in Q3 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Powell Industries position peaked at $229K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Powell Industries as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.