Annex Advisory Services’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	$4.14M	Buy	13,976 +553	+4%	+$164K	0.1%	94
2025 Q1	$2.22M	Buy	13,423 +3,522	+36%	+$582K	0.06%	118
2024 Q4	$1.99M	Sell	9,901 -114	-1%	-$22.9K	0.06%	120
2024 Q3	$2M	Buy	10,015 +4,867	+95%	+$972K	0.06%	111
2024 Q2	$717K	Buy	+5,148	New	+$717K	0.03%	153