Janney Montgomery Scott’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,647
| Closed | -$5.56M | – | 2757 |
|
|
2024
Q4 | $5.56M | Sell |
27,647
-472
| -2% | -$94.9K | 0.02% | 746 |
|
|
2024
Q3 | $5.61M | Sell |
28,119
-100
| -0.4% | -$20K | 0.02% | 720 |
|
|
2024
Q2 | $3.93M | Buy |
28,219
+627
| +2% | +$87.4K | 0.01% | 816 |
|
|
2024
Q1 | $3.36M | Buy |
27,592
+1,164
| +4% | +$142K | 0.01% | 917 |
|
|
2023
Q4 | $2.09M | Buy |
26,428
+2,159
| +9% | +$171K | 0.01% | 1082 |
|
|
2023
Q3 | $1.6M | Buy |
+24,269
| New | +$1.6M | 0.01% | 1110 |
|
|
2022
Q2 | – | Sell |
-5,228
| Closed | -$210K | – | 2378 |
|
|
2022
Q1 | $210K | Buy |
5,228
+396
| +8% | +$15.9K | ﹤0.01% | 2063 |
|
|
2021
Q4 | $245K | Sell |
4,832
-873
| -15% | -$44.3K | ﹤0.01% | 2123 |
|
|
2021
Q3 | $261K | Sell |
5,705
-4,757
| -45% | -$218K | ﹤0.01% | 2031 |
|
|
2021
Q2 | $537K | Buy |
10,462
+849
| +9% | +$43.6K | ﹤0.01% | 1591 |
|
|
2021
Q1 | $485K | Buy |
9,613
+911
| +10% | +$46K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $401K | Buy |
8,702
+1,982
| +29% | +$91.3K | ﹤0.01% | 1707 |
|
|
2020
Q3 | $213K | Buy |
+6,720
| New | +$213K | ﹤0.01% | 1880 |
|