Osaic Holdings’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 | $1.81M | Sell |
10,011
-711
| -7% | -$116K | ﹤0.01% | 2160 |
|
|
2025
Q4 | $1.14M | Sell |
10,722
-5,916
| -36% | -$664K | ﹤0.01% | 2570 |
|
|
2025
Q3 | $1.53M | Sell |
16,638
-1,743
| -9% | -$148K | ﹤0.01% | 2414 |
|
|
2025
Q2 | $1.27M | Buy |
18,381
+2,895
| +19% | +$175K | ﹤0.01% | 2304 |
|
|
2025
Q1 | $880K | Sell |
15,486
-45,390
| -75% | -$3.16M | ﹤0.01% | 2355 |
|
|
2024
Q4 | $4.5M | Buy |
60,876
+20,541
| +51% | +$1.84M | 0.01% | 1095 |
|
|
2024
Q3 | $2.98M | Sell |
40,335
-4,692
| -10% | -$255K | 0.01% | 1403 |
|
|
2024
Q2 | $2.15M | Sell |
45,027
-3,165
| -7% | -$165K | 0.01% | 1563 |
|
|
2024
Q1 | $2.29M | Buy |
48,192
+23,721
| +97% | +$1.02M | 0.01% | 1592 |
|
|
2023
Q4 | $721K | Buy |
24,471
+15,090
| +161% | +$420K | ﹤0.01% | 2837 |
|
|
2023
Q3 | $259K | Buy |
9,381
+1,629
| +21% | +$40.4K | ﹤0.01% | 3804 |
|
|
2023
Q2 | $157K | Sell |
7,752
-288
| -4% | -$4.99K | ﹤0.01% | 4091 |
|
|
2023
Q1 | $114K | Sell |
8,040
-1,500
| -16% | -$20.8K | ﹤0.01% | 4334 |
|
|
2022
Q4 | $112K | Buy |
+9,540
| New | +$87.3K | ﹤0.01% | 4341 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | – | – | 7526 |
|
|
2021
Q3 | $0 | Sell |
30
-102
| -77% | -$917 | ﹤0.01% | 7278 |
|
|
2021
Q2 | $1K | Hold |
132
| – | – | ﹤0.01% | 6875 |
|
|
2021
Q1 | $1K | Hold |
132
| – | – | ﹤0.01% | 6683 |
|
|
2020
Q4 | $1K | Hold |
132
| – | – | ﹤0.01% | 6253 |
|
|
2020
Q3 | $1K | Sell |
132
-27
| -17% | -$239 | ﹤0.01% | 6050 |
|
|
2020
Q2 | $1K | Sell |
159
-729
| -82% | -$6.2K | ﹤0.01% | 5971 |
|
|
2020
Q1 | $7K | Buy |
+888
| New | +$10.6K | ﹤0.01% | 5203 |
|
Other funds holding POWL
VCM
VPM
