O'Shaughnessy Asset Management’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 | $247K | Sell |
1,175
-117
| -9% | -$24.6K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $220K | Sell |
1,292
-416
| -24% | -$70.9K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $379K | Buy |
1,708
+109
| +7% | +$24.2K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $426K | Sell |
1,599
-795
| -33% | -$212K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $343K | Buy |
2,394
+84
| +4% | +$12K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $329K | Buy |
+2,310
| New | +$329K | ﹤0.01% | 1270 |
|
|
2020
Q4 | – | Sell |
-9,549
| Closed | -$231K | – | 2198 |
|
|
2020
Q3 | $231K | Hold |
9,549
| – | – | 0.01% | 654 |
|
|
2020
Q2 | $262K | Sell |
9,549
-41
| -0.4% | -$1.13K | 0.01% | 577 |
|
|
2020
Q1 | $247K | Buy |
9,590
+4,262
| +80% | +$110K | 0.01% | 416 |
|
|
2019
Q4 | $261K | Buy |
+5,328
| New | +$261K | 0.01% | 550 |
|
|
2017
Q3 | – | Sell |
-5,224
| Closed | -$167K | – | 968 |
|
|
2017
Q2 | $167K | Sell |
5,224
-1,999
| -28% | -$63.9K | ﹤0.01% | 550 |
|
|
2017
Q1 | $249K | Sell |
7,223
-2,361
| -25% | -$81.4K | 0.01% | 474 |
|
|
2016
Q4 | $374K | Buy |
9,584
+5
| +0.1% | +$195 | 0.01% | 412 |
|
|
2016
Q3 | $384K | Buy |
9,579
+3,496
| +57% | +$140K | 0.01% | 382 |
|
|
2016
Q2 | $239K | Buy |
+6,083
| New | +$239K | 0.01% | 450 |
|
|
2014
Q1 | – | Sell |
-11,409
| Closed | -$763K | – | 1040 |
|
|
2013
Q4 | $763K | Sell |
11,409
-5,537
| -33% | -$370K | 0.02% | 365 |
|
|
2013
Q3 | $1.04M | Sell |
16,946
-5,637
| -25% | -$345K | 0.02% | 321 |
|
|
2013
Q2 | $1.17M | Buy |
+22,583
| New | +$1.17M | 0.03% | 298 |
|