HBK Sorce Advisory’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
8,802
+312
| +4% | +$41.6K | 0.03% | 196 |
|
|
2025
Q1 | $931K | Buy |
8,490
+40
| +0.5% | +$4.39K | 0.03% | 221 |
|
|
2024
Q4 | $1.05M | Sell |
8,450
-36
| -0.4% | -$4.46K | 0.03% | 205 |
|
|
2024
Q3 | $928K | Sell |
8,486
-310
| -4% | -$33.9K | 0.03% | 230 |
|
|
2024
Q2 | $969K | Sell |
8,796
-214
| -2% | -$23.6K | 0.03% | 217 |
|
|
2024
Q1 | $1.02M | Sell |
9,010
-1,785
| -17% | -$202K | 0.04% | 211 |
|
|
2023
Q4 | $1.05M | Buy |
10,795
+1,361
| +14% | +$132K | 0.04% | 196 |
|
|
2023
Q3 | $911K | Sell |
9,434
-226
| -2% | -$21.8K | 0.04% | 210 |
|
|
2023
Q2 | $873K | Sell |
9,660
-195
| -2% | -$17.6K | 0.04% | 222 |
|
|
2023
Q1 | $859K | Sell |
9,855
-10,469
| -52% | -$912K | 0.04% | 221 |
|
|
2022
Q4 | $1.95M | Buy |
20,324
+12,137
| +148% | +$1.17M | 0.05% | 186 |
|
|
2022
Q3 | $599K | Buy |
8,187
+1,079
| +15% | +$78.9K | 0.04% | 235 |
|
|
2022
Q2 | $565K | Sell |
7,108
-796
| -10% | -$63.3K | 0.04% | 224 |
|
|
2022
Q1 | $775K | Sell |
7,904
-1,790
| -18% | -$176K | 0.04% | 232 |
|
|
2021
Q4 | $901K | Buy |
9,694
+91
| +0.9% | +$8.46K | 0.05% | 225 |
|
|
2021
Q3 | $905K | Buy |
9,603
+141
| +1% | +$13.3K | 0.05% | 218 |
|
|
2021
Q2 | $911K | Buy |
9,462
+92
| +1% | +$8.86K | 0.05% | 213 |
|
|
2021
Q1 | $845K | Buy |
9,370
+1,024
| +12% | +$92.3K | 0.05% | 211 |
|
|
2020
Q4 | $671K | Buy |
8,346
+1,241
| +17% | +$99.8K | 0.04% | 234 |
|
|
2020
Q3 | $466K | Buy |
+7,105
| New | +$466K | 0.03% | 271 |
|
|
2014
Q4 | – | Sell |
-3,228
| Closed | -$202K | – | 201 |
|
|
2014
Q3 | $202K | Sell |
3,228
-155
| -5% | -$9.7K | 0.07% | 178 |
|
|
2014
Q2 | $224K | Buy |
3,383
+246
| +8% | +$16.3K | 0.08% | 172 |
|
|
2014
Q1 | $210K | Buy |
+3,137
| New | +$210K | 0.08% | 176 |
|