Kestra Advisory Services’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.52M Sell
4,709
-848
-15% -$454K 0.01% 960
2025
Q1
$2.05M Buy
5,557
+1,799
+48% +$665K 0.01% 973
2024
Q4
$1.71M Buy
3,758
+217
+6% +$98.5K 0.01% 1089
2024
Q3
$1.52M Buy
3,541
+1,525
+76% +$657K 0.01% 1101
2024
Q2
$736K Buy
2,016
+569
+39% +$208K ﹤0.01% 1505
2024
Q1
$507K Buy
1,447
+8
+0.6% +$2.8K ﹤0.01% 1661
2023
Q4
$310K Buy
1,439
+88
+7% +$19K ﹤0.01% 1826
2023
Q3
$284K Sell
1,351
-10
-0.7% -$2.1K ﹤0.01% 1691
2023
Q2
$251K Sell
1,361
-2
-0.1% -$370 ﹤0.01% 1755
2023
Q1
$222K Sell
1,363
-1,913
-58% -$311K ﹤0.01% 1768
2022
Q4
$485K Buy
+3,276
New +$485K ﹤0.01% 1429