Guggenheim Capital’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-922
| Closed | -$205K | – | 1867 |
|
|
2024
Q3 | $205K | Buy |
+922
| New | +$205K | ﹤0.01% | 1764 |
|
|
2022
Q3 | – | Sell |
-12,197
| Closed | -$285K | – | 2011 |
|
|
2022
Q2 | $285K | Buy |
12,197
+1,162
| +11% | +$27.2K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $214K | Buy |
11,035
+3,290
| +42% | +$63.8K | ﹤0.01% | 2018 |
|
|
2021
Q4 | $228K | Buy |
+7,745
| New | +$228K | ﹤0.01% | 1988 |
|
|
2021
Q3 | – | Sell |
-22,154
| Closed | -$686K | – | 2208 |
|
|
2021
Q2 | $686K | Buy |
22,154
+8,899
| +67% | +$276K | ﹤0.01% | 1676 |
|
|
2021
Q1 | $449K | Buy |
+13,255
| New | +$449K | ﹤0.01% | 1766 |
|
|
2018
Q4 | – | Sell |
-7,860
| Closed | -$285K | – | 2329 |
|
|
2018
Q3 | $285K | Buy |
7,860
+1,763
| +29% | +$63.9K | ﹤0.01% | 2228 |
|
|
2018
Q2 | $212K | Sell |
6,097
-36,023
| -86% | -$1.25M | ﹤0.01% | 2286 |
|
|
2018
Q1 | $1.13M | Sell |
42,120
-7,022
| -14% | -$188K | ﹤0.01% | 2016 |
|
|
2017
Q4 | $1.41M | Buy |
49,142
+22,774
| +86% | +$652K | ﹤0.01% | 1888 |
|
|
2017
Q3 | $791K | Buy |
26,368
+4,567
| +21% | +$137K | ﹤0.01% | 2204 |
|
|
2017
Q2 | $697K | Sell |
21,801
-7,173
| -25% | -$229K | ﹤0.01% | 2279 |
|
|
2017
Q1 | $998K | Sell |
28,974
-5,267
| -15% | -$181K | ﹤0.01% | 2103 |
|
|
2016
Q4 | $1.34M | Sell |
34,241
-4,469
| -12% | -$174K | ﹤0.01% | 1973 |
|
|
2016
Q3 | $1.55M | Buy |
38,710
+103
| +0.3% | +$4.12K | ﹤0.01% | 1791 |
|
|
2016
Q2 | $1.52M | Buy |
38,607
+754
| +2% | +$29.7K | ﹤0.01% | 1752 |
|
|
2016
Q1 | $1.13M | Buy |
37,853
+5,819
| +18% | +$173K | ﹤0.01% | 1971 |
|
|
2015
Q4 | $834K | Buy |
32,034
+14,742
| +85% | +$384K | ﹤0.01% | 2176 |
|
|
2015
Q3 | $520K | Sell |
17,292
-1,154
| -6% | -$34.7K | ﹤0.01% | 2408 |
|
|
2015
Q2 | $649K | Buy |
18,446
+845
| +5% | +$29.7K | ﹤0.01% | 2433 |
|
|
2015
Q1 | $594K | Sell |
17,601
-54
| -0.3% | -$1.82K | ﹤0.01% | 2465 |
|
|
2014
Q4 | $866K | Sell |
17,655
-9,604
| -35% | -$471K | ﹤0.01% | 2287 |
|
|
2014
Q3 | $1.11M | Sell |
27,259
-4,641
| -15% | -$190K | ﹤0.01% | 2139 |
|
|
2014
Q2 | $2.09M | Sell |
31,900
-2,505
| -7% | -$164K | 0.01% | 1758 |
|
|
2014
Q1 | $2.23M | Sell |
34,405
-1,080
| -3% | -$70K | 0.01% | 1687 |
|
|
2013
Q4 | $2.38M | Sell |
35,485
-5,990
| -14% | -$401K | 0.01% | 1595 |
|
|
2013
Q3 | $2.54M | Sell |
41,475
-2,067
| -5% | -$127K | 0.01% | 1418 |
|
|
2013
Q2 | $2.25M | Buy |
+43,542
| New | +$2.25M | 0.01% | 1427 |
|