TFC Financial Management’s IES Holdings IESC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398 Hold
2025
Q2
$297 Hold
2025
Q1
$166 Hold
2024
Q4
$201 Hold
2024
Q3
$200 Hold
2024
Q2
$140 Hold
2024
Q1
$122 Buy