Southport Management’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$802K Hold
1,500
3.92% 11
2025
Q1
$554K Hold
1,500
2.39% 14
2024
Q4
$681K Sell
1,500
-1,000
-40% -$454K 2.47% 20
2024
Q3
$1.08M Sell
2,500
-1,800
-42% -$775K 4% 10
2024
Q2
$1.57M Hold
4,300
7.03% 3
2024
Q1
$1.51M Sell
4,300
-3,000
-41% -$1.05M 5.54% 3
2023
Q4
$1.57M Sell
7,300
-700
-9% -$151K 6.79% 3
2023
Q3
$1.68M Hold
8,000
9.16% 2
2023
Q2
$1.48M Hold
8,000
8.1% 2
2023
Q1
$1.3M Sell
8,000
-2,000
-20% -$325K 8.64% 3
2022
Q4
$1.48M Hold
10,000
7.89% 2
2022
Q3
$1.15M Hold
10,000
5.62% 7
2022
Q2
$1.03M Hold
10,000
4.37% 11
2022
Q1
$1.13M Hold
10,000
4.07% 11
2021
Q4
$1.27M Hold
10,000
4.54% 8
2021
Q3
$1.15M Hold
10,000
4.39% 9
2021
Q2
$1.23M Hold
10,000
4.17% 5
2021
Q1
$1.12M Hold
10,000
4.15% 2
2020
Q4
$915K Sell
10,000
-5,000
-33% -$457K 5.49% 5
2020
Q3
$1.02M Buy
15,000
+2,500
+20% +$169K 7.31% 3
2020
Q2
$827K Buy
+12,500
New +$827K 6.18% 3