Oppenheimer & Co’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	$3.51M	Sell	19,449 -2,997	-13%	-$490K	0.04%	427
2025 Q4	$2.39M	Sell	22,446 -2,436	-10%	-$274K	0.03%	494
2025 Q3	$2.53M	Sell	24,882 -4,473	-15%	-$379K	0.03%	534
2025 Q2	$2.06M	Buy	29,355 +7,941	+37%	+$479K	0.03%	568
2025 Q1	$1.22M	Buy	21,414 +7,995	+60%	+$557K	0.02%	722
2024 Q4	$991K	Sell	13,419 -1,188	-8%	-$106K	0.01%	790
2024 Q3	$1.08M	Sell	14,607 -2,388	-14%	-$130K	0.02%	767
2024 Q2	$812K	Buy	16,995 +6,195	+57%	+$323K	0.01%	832
2024 Q1	$512K	Sell	10,800 -1,500	-12%	-$64.2K	0.01%	976
2023 Q4	$362K	Hold	12,300	–	–	0.01%	1071
2023 Q3	$340K	Sell	12,300 -1,500	-11%	-$37.2K	0.01%	1093
2023 Q2	$279K	Buy	+13,800	New	+$239K	0.01%	1178