Creative Planning’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 | $464K | Sell |
2,205
-434
| -16% | -$91.3K | ﹤0.01% | 2520 |
|
|
2025
Q1 | $450K | Sell |
2,639
-320
| -11% | -$54.5K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $656K | Buy |
2,959
+347
| +13% | +$76.9K | ﹤0.01% | 1969 |
|
|
2024
Q3 | $580K | Buy |
2,612
+449
| +21% | +$99.7K | ﹤0.01% | 1966 |
|
|
2024
Q2 | $310K | Buy |
+2,163
| New | +$310K | ﹤0.01% | 2305 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$5K | – | 3319 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2552 |
|