IFP Advisors’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.1K Sell
2025
Q1
$444K Buy
2024
Q4
$5.02K Sell
2024
Q3
$9.98K Hold
2024
Q2
$6.97K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$20K Buy