Envestnet Asset Management’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 | $17.3M | Buy |
82,105
+12,927
| +19% | +$2.72M | 0.01% | 1347 |
|
|
2025
Q1 | $11.8M | Buy |
69,178
+15,770
| +30% | +$2.69M | ﹤0.01% | 1556 |
|
|
2024
Q4 | $11.8M | Buy |
53,408
+2,382
| +5% | +$528K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $11.3M | Buy |
51,026
+4,210
| +9% | +$935K | ﹤0.01% | 1548 |
|
|
2024
Q2 | $6.71M | Buy |
+46,816
| New | +$6.71M | ﹤0.01% | 1823 |
|
|
2021
Q2 | – | Sell |
-11,000
| Closed | -$373K | – | 3684 |
|
|
2021
Q1 | $373K | Hold |
11,000
| – | – | ﹤0.01% | 3016 |
|
|
2020
Q4 | $324K | Hold |
11,000
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q3 | $265K | Hold |
11,000
| – | – | ﹤0.01% | 2790 |
|
|
2020
Q2 | $301K | Sell |
11,000
-1,911
| -15% | -$52.3K | ﹤0.01% | 2682 |
|
|
2020
Q1 | $331K | Buy |
12,911
+124
| +1% | +$3.18K | ﹤0.01% | 2507 |
|
|
2019
Q4 | $626K | Hold |
12,787
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q3 | $501K | Buy |
12,787
+4,096
| +47% | +$160K | ﹤0.01% | 2372 |
|
|
2019
Q2 | $330K | Hold |
8,691
| – | – | ﹤0.01% | 2602 |
|
|
2019
Q1 | $231K | Sell |
8,691
-855
| -9% | -$22.7K | ﹤0.01% | 2769 |
|
|
2018
Q4 | $239K | Buy |
+9,546
| New | +$239K | ﹤0.01% | 2566 |
|