O'Shaughnessy Asset Management’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 | $1.15M | Buy |
6,354
+1,608
| +34% | +$263K | 0.01% | 1115 |
|
|
2025
Q4 | $504K | Buy |
4,746
+1,215
| +34% | +$136K | ﹤0.01% | 1502 |
|
|
2025
Q3 | $359K | Buy |
3,531
+6
| +0.2% | +$509 | ﹤0.01% | 1655 |
|
|
2025
Q2 | $247K | Sell |
3,525
-351
| -9% | -$21.2K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $220K | Sell |
3,876
-1,248
| -24% | -$87K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $379K | Buy |
5,124
+327
| +7% | +$29.2K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $426K | Sell |
4,797
-2,385
| -33% | -$130K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $343K | Buy |
7,182
+252
| +4% | +$13.1K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $329K | Buy |
+6,930
| New | +$297K | ﹤0.01% | 1270 |
|
|
2020
Q4 | – | Sell |
-28,647
| Closed | -$231K | – | 2198 |
|
|
2020
Q3 | $231K | Hold |
28,647
| – | – | 0.01% | 654 |
|
|
2020
Q2 | $262K | Sell |
28,647
-123
| -0.4% | -$1.05K | 0.01% | 577 |
|
|
2020
Q1 | $247K | Buy |
28,770
+12,786
| +80% | +$153K | 0.01% | 416 |
|
|
2019
Q4 | $261K | Buy |
+15,984
| New | +$224K | 0.01% | 550 |
|
|
2017
Q3 | – | Sell |
-15,672
| Closed | -$167K | – | 968 |
|
|
2017
Q2 | $167K | Sell |
15,672
-5,997
| -28% | -$66.7K | ﹤0.01% | 550 |
|
|
2017
Q1 | $249K | Sell |
21,669
-7,083
| -25% | -$84.3K | 0.01% | 474 |
|
|
2016
Q4 | $374K | Buy |
28,752
+15
| +0.1% | +$198 | 0.01% | 412 |
|
|
2016
Q3 | $384K | Buy |
28,737
+10,488
| +57% | +$134K | 0.01% | 382 |
|
|
2016
Q2 | $239K | Buy |
+18,249
| New | +$205K | 0.01% | 450 |
|
|
2014
Q1 | – | Sell |
-34,227
| Closed | -$763K | – | 1040 |
|
|
2013
Q4 | $763K | Sell |
34,227
-16,611
| -33% | -$358K | 0.02% | 365 |
|
|
2013
Q3 | $1.04M | Sell |
50,838
-16,911
| -25% | -$305K | 0.02% | 321 |
|
|
2013
Q2 | $1.17M | Buy |
+67,749
| New | +$1.13M | 0.03% | 298 |
|
Other funds holding POWL
VCM
VPM
