Oppenheimer & Co’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 | $2.06M | Buy |
9,785
+2,647
| +37% | +$557K | 0.03% | 568 |
|
|
2025
Q1 | $1.22M | Buy |
7,138
+2,665
| +60% | +$454K | 0.02% | 722 |
|
|
2024
Q4 | $991K | Sell |
4,473
-396
| -8% | -$87.8K | 0.01% | 790 |
|
|
2024
Q3 | $1.08M | Sell |
4,869
-796
| -14% | -$177K | 0.02% | 767 |
|
|
2024
Q2 | $812K | Buy |
5,665
+2,065
| +57% | +$296K | 0.01% | 832 |
|
|
2024
Q1 | $512K | Sell |
3,600
-500
| -12% | -$71.2K | 0.01% | 976 |
|
|
2023
Q4 | $362K | Hold |
4,100
| – | – | 0.01% | 1071 |
|
|
2023
Q3 | $340K | Sell |
4,100
-500
| -11% | -$41.5K | 0.01% | 1093 |
|
|
2023
Q2 | $279K | Buy |
+4,600
| New | +$279K | 0.01% | 1178 |
|