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Concurrent Investment Advisors, LLC → POWL
Concurrent Investment Advisors, LLC POWL Position History
Powell Industries, Inc. • Industrials
Quarters held
9
Latest value
$78K
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $475K |
| Q4 2025 | $571K |
| Q4 2025 | $721K |
| Q1 2026 | $161K |
| Q1 2026 | $942K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.6M |
| Q3 2026 | $1.1M |
| Q3 2026 | $78K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $78K | 423 | — | — |
| Q3 2026 | $1.1M | 6.0K | — | — |
| Q2 2026 | $2.6M | 9.2K | — | — |
| Q2 2026 | $2.5M | 8.8K | — | — |
| Q1 2026 | $942K | 1.7K | — | — |
| Q1 2026 | $161K | 298 | — | — |
| Q4 2025 | $721K | 2.3K | — | — |
| Q4 2025 | $571K | 1.8K | — | — |
| Q3 2025 | $475K | 1.6K | — | — |
Other funds holding POWL
$273.8M
$273.8M
$209.5M
$196.1M
$147.8M
$101.1M