Jones Financial Companies’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
$125K Buy
430
+85
+25% +$24.8K ﹤0.01% 1845
2025
Q1
$57.5K Sell
345
-25
-7% -$4.17K ﹤0.01% 2000
2024
Q4
$74.4K Buy
+370
New +$74.4K ﹤0.01% 1729