Steward Partners Investment Advisory’s IES Holdings IESC Stock Holding History

Steward Partners Investment Advisory’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.35K	Buy
2025 Q2	–	Sell
2025 Q1	$33K	Sell
2024 Q4	$76.4K	Sell
2024 Q3	$99.8K	Sell
2024 Q2	$75.7K	Sell
2024 Q1	$69K	Buy
2023 Q4	$5.31K	Buy
2023 Q3	$4.15K	Buy