Principal Financial Group’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 | $3.47M | Buy |
11,726
+3,279
| +39% | +$971K | ﹤0.01% | 1686 |
|
|
2025
Q1 | $1.39M | Buy |
8,447
+95
| +1% | +$15.7K | ﹤0.01% | 1813 |
|
|
2024
Q4 | $1.68M | Buy |
8,352
+1,083
| +15% | +$218K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $1.45M | Buy |
7,269
+2,636
| +57% | +$526K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $646K | Buy |
4,633
+485
| +12% | +$67.6K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $505K | Buy |
+4,148
| New | +$505K | ﹤0.01% | 1981 |
|