IFP Advisors’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 | – | Hold |
0
| – | – | – | 3972 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$222 | – | 4608 |
|
|
2024
Q4 | $222 | Buy |
+1
| New | +$222 | ﹤0.01% | 3684 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.14K | – | 3316 |
|
|
2024
Q1 | $1.14K | Buy |
+8
| New | +$1.14K | ﹤0.01% | 2838 |
|
|
2022
Q4 | – | Sell |
-3,155
| Closed | -$108K | – | 4780 |
|
|
2022
Q3 | $108K | Hold |
3,155
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q2 | $108K | Hold |
3,155
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q1 | $108K | Buy |
+3,155
| New | +$108K | ﹤0.01% | 1640 |
|
|
2017
Q1 | – | Sell |
-2
| Closed | – | – | 4058 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4066 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3984 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4099 |
|
|
2016
Q1 | – | Sell |
-2
| Closed | – | – | 3163 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3764 |
|