LPL Financial’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
Q3
$19.6M Sell
2025
Q2
$16.2M Buy
2025
Q1
$8.13M Buy
2024
Q4
$9.33M Buy
2024
Q3
$1.35M Buy
2024
Q2
$633K Buy