RIA
Regal Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
63,706
+1,154
| +2% | +$154K | 0.64% | 34 |
|
|
2025
Q1 | $6.86M | Sell |
62,552
-23,432
| -27% | -$2.57M | 0.55% | 44 |
|
|
2024
Q4 | $10.7M | Sell |
85,984
-1,806
| -2% | -$224K | 0.8% | 21 |
|
|
2024
Q3 | $9.6M | Sell |
87,790
-1,605
| -2% | -$176K | 0.67% | 29 |
|
|
2024
Q2 | $9.85M | Sell |
89,395
-6,851
| -7% | -$755K | 0.64% | 32 |
|
|
2024
Q1 | $10.9M | Sell |
96,246
-3,600
| -4% | -$408K | 0.75% | 28 |
|
|
2023
Q4 | $9.72M | Sell |
99,846
-142
| -0.1% | -$13.8K | 0.74% | 29 |
|
|
2023
Q3 | $9.66M | Sell |
99,988
-3,390
| -3% | -$327K | 0.81% | 24 |
|
|
2023
Q2 | $9.34M | Sell |
103,378
-642
| -0.6% | -$58K | 0.78% | 27 |
|
|
2023
Q1 | $9.06M | Sell |
104,020
-1,347
| -1% | -$117K | 0.8% | 25 |
|
|
2022
Q4 | $10.1M | Buy |
105,367
+2,597
| +3% | +$249K | 0.98% | 24 |
|
|
2022
Q3 | $7.53M | Buy |
102,770
+5,769
| +6% | +$422K | 0.79% | 28 |
|
|
2022
Q2 | $7.72M | Buy |
97,001
+2,500
| +3% | +$199K | 0.8% | 29 |
|
|
2022
Q1 | $9.27M | Buy |
94,501
+1,516
| +2% | +$149K | 0.85% | 25 |
|
|
2021
Q4 | $8.65M | Buy |
92,985
+1,037
| +1% | +$96.4K | 0.77% | 27 |
|
|
2021
Q3 | $8.66M | Buy |
91,948
+7,374
| +9% | +$695K | 0.84% | 27 |
|
|
2021
Q2 | $8.14M | Buy |
+84,574
| New | +$8.14M | 0.82% | 28 |
|
|
2021
Q1 | – | Sell |
-105,381
| Closed | -$8.47M | – | 130 |
|
|
2020
Q4 | $8.47M | Buy |
+105,381
| New | +$8.47M | 0.96% | 20 |
|
|
2020
Q1 | – | Sell |
-116,292
| Closed | -$8.87M | – | 94 |
|
|
2019
Q4 | $8.87M | Sell |
116,292
-5,150
| -4% | -$393K | 1.6% | 9 |
|
|
2019
Q3 | $8.12M | Sell |
121,442
-4,902
| -4% | -$328K | 1.58% | 9 |
|
|
2019
Q2 | $8.43M | Buy |
126,344
+3,456
| +3% | +$231K | 1.64% | 9 |
|
|
2019
Q1 | $8.41M | Buy |
122,888
+8,934
| +8% | +$612K | 1.71% | 7 |
|
|
2018
Q4 | $6.81M | Buy |
113,954
+32,247
| +39% | +$1.93M | 1.49% | 10 |
|
|
2018
Q3 | $6.26M | Buy |
81,707
+32,201
| +65% | +$2.47M | 1.32% | 15 |
|
|
2018
Q2 | $3.42M | Sell |
49,506
-31,637
| -39% | -$2.19M | 1.04% | 23 |
|
|
2018
Q1 | $5.54M | Sell |
81,143
-12
| -0% | -$820 | 1.22% | 17 |
|
|
2017
Q4 | $5.66M | Buy |
81,155
+6,882
| +9% | +$480K | 1.26% | 17 |
|
|
2017
Q3 | $4.67M | Buy |
74,273
+12,555
| +20% | +$789K | 1.09% | 23 |
|
|
2017
Q2 | $3.68M | Buy |
61,718
+1,827
| +3% | +$109K | 0.91% | 29 |
|
|
2017
Q1 | $3.59M | Buy |
59,891
+6,992
| +13% | +$419K | 0.94% | 26 |
|
|
2016
Q4 | $2.95M | Buy |
52,899
+5,336
| +11% | +$297K | 0.82% | 40 |
|
|
2016
Q3 | $2.59M | Buy |
47,563
+6,998
| +17% | +$382K | 0.74% | 55 |
|
|
2016
Q2 | $2.12M | Buy |
40,565
+1,676
| +4% | +$87.4K | 0.58% | 71 |
|
|
2016
Q1 | $2.12M | Sell |
38,889
-4,312
| -10% | -$235K | 0.57% | 72 |
|
|
2015
Q4 | $2.07M | Buy |
43,201
+15,320
| +55% | +$733K | 0.54% | 73 |
|
|
2015
Q3 | $1.23M | Buy |
27,881
+9,151
| +49% | +$404K | 0.32% | 95 |
|
|
2015
Q2 | $1.04M | Buy |
18,730
+3,800
| +25% | +$211K | 0.28% | 100 |
|
|
2015
Q1 | $845K | Buy |
14,930
+2,866
| +24% | +$162K | 0.21% | 121 |
|
|
2014
Q4 | $745K | Buy |
12,064
+1,240
| +11% | +$76.6K | 0.2% | 122 |
|
|
2014
Q3 | $677K | Buy |
10,824
+1,524
| +16% | +$95.3K | 0.2% | 121 |
|
|
2014
Q2 | $617K | Buy |
9,300
+1,500
| +19% | +$99.5K | 0.22% | 113 |
|
|
2014
Q1 | $521K | Sell |
7,800
-498
| -6% | -$33.3K | 0.22% | 116 |
|
|
2013
Q4 | $582K | Sell |
8,298
-3,638
| -30% | -$255K | 0.33% | 96 |
|
|
2013
Q3 | $772K | Buy |
11,936
+395
| +3% | +$25.5K | 0.45% | 80 |
|
|
2013
Q2 | $629K | Buy |
+11,541
| New | +$629K | 0.35% | 96 |
|