Souders Financial Advisors’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	$337K	Buy	+1,139	New	+$337K	0.04%	156
2025 Q1	–	Sell	-1,151	Closed	-$231K	–	188
2024 Q4	$231K	Sell	1,151 -58	-5%	-$11.7K	0.03%	166
2024 Q3	$241K	Buy	+1,209	New	+$241K	0.03%	159