Aldebaran Capital’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,294
| Closed | -$544K | – | 39 |
|
|
2025
Q1 | $544K | Sell |
3,294
-825
| -20% | -$136K | 0.51% | 28 |
|
|
2024
Q4 | $828K | Sell |
4,119
-1,292
| -24% | -$260K | 0.79% | 25 |
|
|
2024
Q3 | $1.08M | Hold |
5,411
| – | – | 0.99% | 22 |
|
|
2024
Q2 | $754K | Sell |
5,411
-255
| -5% | -$35.5K | 0.7% | 22 |
|
|
2024
Q1 | $689K | Hold |
5,666
| – | – | 0.66% | 21 |
|
|
2023
Q4 | $449K | Sell |
5,666
-190
| -3% | -$15.1K | 0.46% | 24 |
|
|
2023
Q3 | $386K | Hold |
5,856
| – | – | 0.39% | 27 |
|
|
2023
Q2 | $333K | Hold |
5,856
| – | – | 0.34% | 28 |
|
|
2023
Q1 | $252K | Sell |
5,856
-250
| -4% | -$10.8K | 0.26% | 31 |
|
|
2022
Q4 | $217K | Buy |
+6,106
| New | +$217K | 0.22% | 30 |
|