Dimensional Fund Advisors’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 | $175M | Sell |
970,785
-117,471
| -11% | -$19.2M | 0.04% | 677 |
|
|
2025
Q4 | $116M | Sell |
1,088,256
-16,680
| -2% | -$1.87M | 0.02% | 967 |
|
|
2025
Q3 | $112M | Sell |
1,104,936
-120,750
| -10% | -$10.2M | 0.02% | 973 |
|
|
2025
Q2 | $86M | Sell |
1,225,686
-222,672
| -15% | -$13.4M | 0.02% | 1140 |
|
|
2025
Q1 | $82.2M | Buy |
1,448,358
+7,389
| +0.5% | +$515K | 0.02% | 1134 |
|
|
2024
Q4 | $106M | Sell |
1,440,969
-199,260
| -12% | -$17.8M | 0.03% | 971 |
|
|
2024
Q3 | $121M | Sell |
1,640,229
-303,252
| -16% | -$16.5M | 0.03% | 870 |
|
|
2024
Q2 | $92.9M | Sell |
1,943,481
-134,031
| -6% | -$6.99M | 0.02% | 1021 |
|
|
2024
Q1 | $98.5M | Sell |
2,077,512
-346,443
| -14% | -$14.8M | 0.03% | 963 |
|
|
2023
Q4 | $71.4M | Buy |
2,423,955
+27,531
| +1% | +$767K | 0.02% | 1178 |
|
|
2023
Q3 | $66.2M | Sell |
2,396,424
-1,398
| -0.1% | -$34.7K | 0.02% | 1133 |
|
|
2023
Q2 | $48.4M | Sell |
2,397,822
-19,107
| -0.8% | -$331K | 0.02% | 1379 |
|
|
2023
Q1 | $34.3M | Buy |
2,416,929
+58,455
| +2% | +$810K | 0.01% | 1605 |
|
|
2022
Q4 | $27.7K | Buy |
2,358,474
+12,900
| +0.5% | +$118K | 0.01% | 1693 |
|
|
2022
Q3 | $16.5M | Buy |
2,345,574
+27,033
| +1% | +$217K | 0.01% | 1925 |
|
|
2022
Q2 | $18.1M | Buy |
2,318,541
+19,299
| +0.8% | +$151K | 0.01% | 1928 |
|
|
2022
Q1 | $14.9M | Sell |
2,299,242
-97,524
| -4% | -$797K | ﹤0.01% | 2124 |
|
|
2021
Q4 | $23.6M | Sell |
2,396,766
-134,370
| -5% | -$1.21M | 0.01% | 1899 |
|
|
2021
Q3 | $20.7M | Sell |
2,531,136
-111,495
| -4% | -$1M | 0.01% | 1987 |
|
|
2021
Q2 | $27.3M | Buy |
2,642,631
+10,950
| +0.4% | +$126K | 0.01% | 1905 |
|
|
2021
Q1 | $29.7M | Sell |
2,631,681
-69,330
| -3% | -$730K | 0.01% | 1815 |
|
|
2020
Q4 | $26.6M | Sell |
2,701,011
-25,014
| -0.9% | -$223K | 0.01% | 1826 |
|
|
2020
Q3 | $21.9M | Sell |
2,726,025
-19,020
| -0.7% | -$169K | 0.01% | 1799 |
|
|
2020
Q2 | $25.1M | Sell |
2,745,045
-24,759
| -0.9% | -$210K | 0.01% | 1740 |
|
|
2020
Q1 | $23.7M | Sell |
2,769,804
-62,847
| -2% | -$752K | 0.01% | 1634 |
|
|
2019
Q4 | $46.3M | Sell |
2,832,651
-42,612
| -1% | -$598K | 0.02% | 1515 |
|
|
2019
Q3 | $37.5M | Sell |
2,875,263
-37,233
| -1% | -$463K | 0.01% | 1621 |
|
|
2019
Q2 | $36.9M | Buy |
2,912,496
+22,014
| +0.8% | +$245K | 0.01% | 1678 |
|
|
2019
Q1 | $25.6M | Buy |
2,890,482
+20,757
| +0.7% | +$204K | 0.01% | 1919 |
|
|
2018
Q4 | $23.9M | Buy |
2,869,725
+13,188
| +0.5% | +$131K | 0.01% | 1891 |
|
|
2018
Q3 | $34.5M | Buy |
2,856,537
+42,411
| +2% | +$526K | 0.01% | 1785 |
|
|
2018
Q2 | $32.7M | Buy |
2,814,126
+127,713
| +5% | +$1.41M | 0.01% | 1806 |
|
|
2018
Q1 | $24M | Buy |
2,686,413
+185,055
| +7% | +$1.81M | 0.01% | 1954 |
|
|
2017
Q4 | $23.9M | Buy |
2,501,358
+108,195
| +5% | +$1.03M | 0.01% | 1969 |
|
|
2017
Q3 | $23.9M | Buy |
2,393,163
+123,015
| +5% | +$1.25M | 0.01% | 1939 |
|
|
2017
Q2 | $24.2M | Buy |
2,270,148
+86,457
| +4% | +$961K | 0.01% | 1912 |
|
|
2017
Q1 | $25.1M | Buy |
2,183,691
+136,869
| +7% | +$1.63M | 0.01% | 1852 |
|
|
2016
Q4 | $26.6M | Buy |
2,046,822
+159,717
| +8% | +$2.11M | 0.01% | 1765 |
|
|
2016
Q3 | $25.2M | Buy |
1,887,105
+115,251
| +7% | +$1.47M | 0.01% | 1737 |
|
|
2016
Q2 | $23.2M | Buy |
1,771,854
+127,341
| +8% | +$1.43M | 0.01% | 1718 |
|
|
2016
Q1 | $16.3M | Buy |
1,644,513
+155,232
| +10% | +$1.37M | 0.01% | 1955 |
|
|
2015
Q4 | $12.9M | Buy |
1,489,281
+76,491
| +5% | +$793K | 0.01% | 2078 |
|
|
2015
Q3 | $14.2M | Buy |
1,412,790
+74,088
| +6% | +$734K | 0.01% | 2002 |
|
|
2015
Q2 | $15.7M | Buy |
1,338,702
+42,852
| +3% | +$512K | 0.01% | 2030 |
|
|
2015
Q1 | $14.6M | Buy |
1,295,850
+5,601
| +0.4% | +$68.7K | 0.01% | 2032 |
|
|
2014
Q4 | $21.1M | Buy |
1,290,249
+26,232
| +2% | +$389K | 0.01% | 1695 |
|
|
2014
Q3 | $17.2M | Buy |
1,264,017
+3,456
| +0.3% | +$64.4K | 0.01% | 1794 |
|
|
2014
Q2 | $27.5M | Sell |
1,260,561
-40,908
| -3% | -$862K | 0.02% | 1308 |
|
|
2014
Q1 | $28.1M | Buy |
1,301,469
+106,029
| +9% | +$2.29M | 0.02% | 1197 |
|
|
2013
Q4 | $26.7M | Buy |
1,195,440
+17,388
| +1% | +$375K | 0.02% | 1208 |
|
|
2013
Q3 | $24.1M | Buy |
1,178,052
+11,841
| +1% | +$214K | 0.02% | 1201 |
|
|
2013
Q2 | $20.1M | Buy |
+1,166,211
| New | +$19.4M | 0.02% | 1284 |
|
Other funds holding POWL
VCM
VPM
