Steamboat Capital Partners’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	$5.7M	Sell	19,255 -364	-2%	-$108K	1.62%	26
2025 Q1	$3.24M	Buy	19,619 +7,786	+66%	+$1.29M	0.98%	35
2024 Q4	$2.38M	Buy	11,833 +6,943	+142%	+$1.4M	0.73%	31
2024 Q3	$976K	Sell	4,890 -106	-2%	-$21.2K	0.31%	41
2024 Q2	$696K	Buy	+4,996	New	+$696K	0.26%	38