Jones Financial Companies’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
$3.83M Buy
21,381
+17,826
+501% +$2.91M ﹤0.01% 1180
2025
Q4
$378K Buy
3,555
+306
+9% +$34.4K ﹤0.01% 1627
2025
Q3
$315K Buy
3,249
+282
+10% +$23.9K ﹤0.01% 1597
2025
Q2
$211K Buy
2,967
+936
+46% +$56.5K ﹤0.01% 1643
2025
Q1
$120K Buy
2,031
+1,716
+545% +$120K ﹤0.01% 1699
2024
Q4
$23.3K Buy
315
+30
+11% +$2.68K ﹤0.01% 2191
2024
Q3
$20.8K Buy
285
+150
+111% +$8.16K ﹤0.01% 1942
2024
Q2
$6.45K Buy
+135
New +$7.04K ﹤0.01% 1888

Other funds holding POWL