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Ophir Asset Management’s IES Holdings IESC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.3M Buy
81,814
+5,419
+7% +$1.87M 4.5% 9
2025
Q1
$12.6M Sell
76,395
-13,309
-15% -$2.2M 2.2% 21
2024
Q4
$18M Sell
89,704
-61,007
-40% -$12.3M 2.68% 21
2024
Q3
$30.1M Buy
150,711
+28,516
+23% +$5.69M 4.63% 9
2024
Q2
$17M Buy
122,195
+64,831
+113% +$9.03M 3.02% 19
2024
Q1
$6.98M Buy
+57,364
New +$6.98M 1.22% 25