SEI Investments’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 | $1.63M | Buy |
5,496
+2,532
| +85% | +$750K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $489K | Sell |
2,964
-1,078
| -27% | -$178K | ﹤0.01% | 2152 |
|
|
2024
Q4 | $812K | Buy |
4,042
+1,145
| +40% | +$230K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $578K | Sell |
2,897
-416
| -13% | -$83K | ﹤0.01% | 2131 |
|
|
2024
Q2 | $462K | Sell |
3,313
-1,313
| -28% | -$183K | ﹤0.01% | 2188 |
|
|
2024
Q1 | $563K | Sell |
4,626
-45
| -1% | -$5.47K | ﹤0.01% | 2074 |
|
|
2023
Q4 | $370K | Sell |
4,671
-660
| -12% | -$52.3K | ﹤0.01% | 2234 |
|
|
2023
Q3 | $351K | Buy |
+5,331
| New | +$351K | ﹤0.01% | 2244 |
|