Steward Partners Investment Advisory’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 | – | Sell |
-200
| Closed | -$33K | – | 4189 |
|
|
2025
Q1 | $33K | Sell |
200
-180
| -47% | -$29.7K | ﹤0.01% | 2586 |
|
|
2024
Q4 | $76.4K | Sell |
380
-120
| -24% | -$24.1K | ﹤0.01% | 2115 |
|
|
2024
Q3 | $99.8K | Sell |
500
-43
| -8% | -$8.58K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $75.7K | Sell |
543
-24
| -4% | -$3.34K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $69K | Buy |
567
+500
| +746% | +$60.8K | ﹤0.01% | 1951 |
|
|
2023
Q4 | $5.31K | Buy |
67
+4
| +6% | +$317 | ﹤0.01% | 2938 |
|
|
2023
Q3 | $4.15K | Buy |
+63
| New | +$4.15K | ﹤0.01% | 2885 |
|