Stifel Financial’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
$768K Sell
2,593
-48
-2% -$14.2K ﹤0.01% 2510
2025
Q1
$436K Sell
2,641
-367
-12% -$60.6K ﹤0.01% 2772
2024
Q4
$605K Sell
3,008
-154
-5% -$30.9K ﹤0.01% 2564
2024
Q3
$631K Buy
+3,162
New +$631K ﹤0.01% 2525