Kennedy Capital 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 | $18.2M | Sell |
61,372
-15,484
| -20% | -$4.59M | 0.43% | 52 |
|
|
2025
Q1 | $12.7M | Buy |
76,856
+36,175
| +89% | +$5.97M | 0.3% | 98 |
|
|
2024
Q4 | $8.18M | Sell |
40,681
-10,670
| -21% | -$2.14M | 0.18% | 181 |
|
|
2024
Q3 | $10.3M | Sell |
51,351
-19,803
| -28% | -$3.95M | 0.23% | 137 |
|
|
2024
Q2 | $9.91M | Sell |
71,154
-4,809
| -6% | -$670K | 0.21% | 156 |
|
|
2024
Q1 | $9.24M | Buy |
75,963
+7,800
| +11% | +$949K | 0.19% | 191 |
|
|
2023
Q4 | $5.4M | Sell |
68,163
-14,063
| -17% | -$1.11M | 0.12% | 291 |
|
|
2023
Q3 | $5.42M | Sell |
82,226
-672
| -0.8% | -$44.3K | 0.13% | 270 |
|
|
2023
Q2 | $4.72M | Sell |
82,898
-36,087
| -30% | -$2.05M | 0.11% | 301 |
|
|
2023
Q1 | $5.13M | Sell |
118,985
-8,999
| -7% | -$388K | 0.15% | 253 |
|
|
2022
Q4 | $4.55M | Sell |
127,984
-842
| -0.7% | -$30K | 0.13% | 289 |
|
|
2022
Q3 | $3.56M | Sell |
128,826
-1,194
| -0.9% | -$33K | 0.1% | 328 |
|
|
2022
Q2 | $3.92M | Buy |
130,020
+35,548
| +38% | +$1.07M | 0.11% | 320 |
|
|
2022
Q1 | $3.8M | Buy |
94,472
+11,828
| +14% | +$476K | 0.09% | 359 |
|
|
2021
Q4 | $4.19M | Buy |
82,644
+59,246
| +253% | +$3M | 0.09% | 377 |
|
|
2021
Q3 | $1.07M | Buy |
+23,398
| New | +$1.07M | 0.02% | 517 |
|