Guggenheim Capital’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 | $215K | Sell |
1,191
-8,412
| -88% | -$1.37M | ﹤0.01% | 1505 |
|
|
2025
Q4 | $1.02M | Buy |
9,603
+7,461
| +348% | +$838K | 0.01% | 939 |
|
|
2025
Q3 | $218K | Buy |
+2,142
| New | +$182K | ﹤0.01% | 1500 |
|
|
2024
Q4 | – | Sell |
-2,766
| Closed | -$205K | – | 1869 |
|
|
2024
Q3 | $205K | Buy |
+2,766
| New | +$151K | ﹤0.01% | 1766 |
|
|
2022
Q3 | – | Sell |
-36,591
| Closed | -$285K | – | 2013 |
|
|
2022
Q2 | $285K | Buy |
36,591
+3,486
| +11% | +$27.3K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $214K | Buy |
33,105
+9,870
| +42% | +$80.7K | ﹤0.01% | 2020 |
|
|
2021
Q4 | $228K | Buy |
+23,235
| New | +$209K | ﹤0.01% | 1990 |
|
|
2021
Q3 | – | Sell |
-66,462
| Closed | -$686K | – | 2210 |
|
|
2021
Q2 | $686K | Buy |
66,462
+26,697
| +67% | +$307K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $449K | Buy |
+39,765
| New | +$419K | ﹤0.01% | 1768 |
|
|
2018
Q4 | – | Sell |
-23,580
| Closed | -$285K | – | 2331 |
|
|
2018
Q3 | $285K | Buy |
23,580
+5,289
| +29% | +$65.7K | ﹤0.01% | 2230 |
|
|
2018
Q2 | $212K | Sell |
18,291
-108,069
| -86% | -$1.19M | ﹤0.01% | 2288 |
|
|
2018
Q1 | $1.13M | Sell |
126,360
-21,066
| -14% | -$206K | ﹤0.01% | 2017 |
|
|
2017
Q4 | $1.41M | Buy |
147,426
+68,322
| +86% | +$653K | ﹤0.01% | 1888 |
|
|
2017
Q3 | $791K | Buy |
79,104
+13,701
| +21% | +$139K | ﹤0.01% | 2206 |
|
|
2017
Q2 | $697K | Sell |
65,403
-21,519
| -25% | -$239K | ﹤0.01% | 2279 |
|
|
2017
Q1 | $998K | Sell |
86,922
-15,801
| -15% | -$188K | ﹤0.01% | 2103 |
|
|
2016
Q4 | $1.33M | Sell |
102,723
-13,407
| -12% | -$177K | ﹤0.01% | 1973 |
|
|
2016
Q3 | $1.55M | Buy |
116,130
+309
| +0.3% | +$3.94K | ﹤0.01% | 1791 |
|
|
2016
Q2 | $1.52M | Buy |
115,821
+2,262
| +2% | +$25.4K | ﹤0.01% | 1752 |
|
|
2016
Q1 | $1.13M | Buy |
113,559
+17,457
| +18% | +$154K | ﹤0.01% | 1971 |
|
|
2015
Q4 | $834K | Buy |
96,102
+44,226
| +85% | +$458K | ﹤0.01% | 2176 |
|
|
2015
Q3 | $520K | Sell |
51,876
-3,462
| -6% | -$34.3K | ﹤0.01% | 2409 |
|
|
2015
Q2 | $649K | Buy |
55,338
+2,535
| +5% | +$30.3K | ﹤0.01% | 2435 |
|
|
2015
Q1 | $594K | Sell |
52,803
-162
| -0.3% | -$1.99K | ﹤0.01% | 2469 |
|
|
2014
Q4 | $866K | Sell |
52,965
-28,812
| -35% | -$428K | ﹤0.01% | 2289 |
|
|
2014
Q3 | $1.11M | Sell |
81,777
-13,923
| -15% | -$260K | ﹤0.01% | 2170 |
|
|
2014
Q2 | $2.09M | Sell |
95,700
-7,515
| -7% | -$158K | 0.01% | 1787 |
|
|
2014
Q1 | $2.23M | Sell |
103,215
-3,240
| -3% | -$69.9K | 0.01% | 1706 |
|
|
2013
Q4 | $2.38M | Sell |
106,455
-17,970
| -14% | -$388K | 0.01% | 1624 |
|
|
2013
Q3 | $2.54M | Sell |
124,425
-6,201
| -5% | -$112K | 0.01% | 1451 |
|
|
2013
Q2 | $2.25M | Buy |
+130,626
| New | +$2.17M | 0.01% | 1455 |
|
Other funds holding POWL
VCM
VPM