LPL Financial’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 | $16.2M | Buy |
54,676
+5,412
| +11% | +$1.6M | 0.01% | 1393 |
|
|
2025
Q1 | $8.13M | Buy |
49,264
+2,838
| +6% | +$469K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $9.33M | Buy |
46,426
+39,678
| +588% | +$7.97M | ﹤0.01% | 1593 |
|
|
2024
Q3 | $1.35M | Buy |
6,748
+2,206
| +49% | +$440K | ﹤0.01% | 3074 |
|
|
2024
Q2 | $633K | Buy |
+4,542
| New | +$633K | ﹤0.01% | 3609 |
|