Bosun Asset Management’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
$3.17M Buy
10,697
+94
+0.9% +$27.9K 0.94% 15
2025
Q1
$1.75M Buy
10,603
+108
+1% +$17.8K 0.75% 22
2024
Q4
$2.11M Sell
10,495
-1,701
-14% -$342K 0.92% 26
2024
Q3
$2.43M Sell
12,196
-2,399
-16% -$479K 1.16% 18
2024
Q2
$2.03M Sell
14,595
-1,212
-8% -$169K 1.2% 21
2024
Q1
$1.92M Buy
+15,807
New +$1.92M 1.09% 16