SG Americas Securities’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 | $3.02M | Buy |
16,770
+3,873
| +30% | +$633K | ﹤0.01% | 1225 |
|
|
2025
Q4 | $1.37M | Buy |
12,897
+5,649
| +78% | +$634K | ﹤0.01% | 1769 |
|
|
2025
Q3 | $736K | Sell |
7,248
-1,662
| -19% | -$141K | ﹤0.01% | 1762 |
|
|
2025
Q2 | $625K | Buy |
8,910
+4,902
| +122% | +$296K | ﹤0.01% | 1497 |
|
|
2025
Q1 | $228K | Sell |
4,008
-1,398
| -26% | -$97.4K | ﹤0.01% | 2442 |
|
|
2024
Q4 | $399K | Sell |
5,406
-9,372
| -63% | -$838K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $1.09M | Sell |
14,778
-14,565
| -50% | -$793K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $1.4M | Buy |
+29,343
| New | +$1.53M | 0.01% | 1137 |
|
|
2024
Q1 | – | Sell |
-24,078
| Closed | -$709K | – | 3343 |
|
|
2023
Q4 | $709K | Buy |
24,078
+8,085
| +51% | +$225K | 0.01% | 1244 |
|
|
2023
Q3 | $442K | Buy |
+15,993
| New | +$397K | 0.01% | 1855 |
|
|
2023
Q2 | – | Sell |
-13,368
| Closed | -$190K | – | 2982 |
|
|
2023
Q1 | $190K | Buy |
+13,368
| New | +$185K | ﹤0.01% | 2451 |
|
|
2022
Q3 | – | Sell |
-15,417
| Closed | -$120K | – | 3475 |
|
|
2022
Q2 | $120K | Sell |
15,417
-7,092
| -32% | -$55.4K | ﹤0.01% | 3003 |
|
|
2022
Q1 | $146K | Sell |
22,509
-9,942
| -31% | -$81.3K | ﹤0.01% | 2600 |
|
|
2021
Q4 | $319K | Sell |
32,451
-3,129
| -9% | -$28.1K | ﹤0.01% | 2408 |
|
|
2021
Q3 | $291K | Buy |
+35,580
| New | +$320K | ﹤0.01% | 2967 |
|
|
2021
Q1 | – | Sell |
-14,607
| Closed | -$144K | – | 3501 |
|
|
2020
Q4 | $144K | Buy |
+14,607
| New | +$130K | ﹤0.01% | 2842 |
|
|
2020
Q3 | – | Sell |
-14,169
| Closed | -$129K | – | 3299 |
|
|
2020
Q2 | $129K | Buy |
+14,169
| New | +$120K | ﹤0.01% | 3198 |
|
|
2019
Q2 | – | Sell |
-18,636
| Closed | -$165K | – | 3351 |
|
|
2019
Q1 | $165K | Buy |
+18,636
| New | +$183K | ﹤0.01% | 2706 |
|
|
2018
Q3 | – | Sell |
-12,333
| Closed | -$143K | – | 3399 |
|
|
2018
Q2 | $143K | Buy |
+12,333
| New | +$136K | ﹤0.01% | 2837 |
|
|
2015
Q1 | – | Sell |
-7,311
| Closed | -$120K | – | 2975 |
|
|
2014
Q4 | $120K | Buy |
+7,311
| New | +$109K | ﹤0.01% | 2795 |
|
|
2014
Q2 | – | Sell |
-9,585
| Closed | -$207K | – | 2665 |
|
|
2014
Q1 | $207K | Buy |
+9,585
| New | +$207K | ﹤0.01% | 1916 |
|
Other funds holding POWL
VCM
VPM
