Yorktown Management & Research Company’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 | $1.88M | Hold |
6,340
| – | – | 1.79% | 3 |
|
|
2025
Q1 | $1.05M | Hold |
6,340
| – | – | 1.14% | 7 |
|
|
2024
Q4 | $1.27M | Hold |
6,340
| – | – | 1.22% | 5 |
|
|
2024
Q3 | $1.27M | Buy |
6,340
+940
| +17% | +$188K | 1.3% | 5 |
|
|
2024
Q2 | $752K | Hold |
5,400
| – | – | 0.81% | 25 |
|
|
2024
Q1 | $657K | Hold |
5,400
| – | – | 0.63% | 39 |
|
|
2023
Q4 | $428K | Hold |
5,400
| – | – | 0.45% | 84 |
|
|
2023
Q3 | $356K | Buy |
+5,400
| New | +$356K | 0.4% | 100 |
|