Sowell Financial Services’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 | Sell |
8,813
-2,347
| -21% | -$313K | 0.05% | 372 |
|
|
2025
Q1 | $1.22M | Buy |
+11,160
| New | +$1.22M | 0.06% | 336 |
|
|
2023
Q2 | – | Sell |
-5,604
| Closed | -$488K | – | 630 |
|
|
2023
Q1 | $488K | Buy |
+5,604
| New | +$488K | 0.04% | 436 |
|
|
2021
Q2 | – | Sell |
-6,001
| Closed | -$562K | – | 1148 |
|
|
2021
Q1 | $562K | Buy |
6,001
+1,189
| +25% | +$111K | 0.02% | 602 |
|
|
2020
Q4 | $387K | Sell |
4,812
-72
| -1% | -$5.79K | 0.02% | 604 |
|
|
2020
Q3 | $320K | Sell |
4,884
-285
| -6% | -$18.7K | 0.02% | 592 |
|
|
2020
Q2 | $321K | Buy |
5,169
+393
| +8% | +$24.4K | 0.02% | 574 |
|
|
2020
Q1 | $228K | Buy |
4,776
+2,004
| +72% | +$95.7K | 0.02% | 615 |
|
|
2019
Q4 | $211K | Sell |
2,772
-509
| -16% | -$38.7K | 0.02% | 694 |
|
|
2019
Q3 | $219K | Buy |
+3,281
| New | +$219K | 0.02% | 610 |
|
|
2019
Q1 | $220K | Buy |
+3,210
| New | +$220K | 0.02% | 506 |
|
|
2018
Q4 | – | Sell |
-2,954
| Closed | -$226K | – | 479 |
|
|
2018
Q3 | $226K | Buy |
2,954
+3
| +0.1% | +$230 | 0.03% | 310 |
|
|
2018
Q2 | $217K | Buy |
+2,951
| New | +$217K | 0.05% | 260 |
|
|
2017
Q3 | – | Sell |
-5,424
| Closed | -$328K | – | 267 |
|
|
2017
Q2 | $328K | Buy |
5,424
+29
| +0.5% | +$1.75K | 0.09% | 182 |
|
|
2017
Q1 | $322K | Buy |
5,395
+83
| +2% | +$4.95K | 0.1% | 180 |
|
|
2016
Q4 | $339K | Buy |
+5,312
| New | +$339K | 0.11% | 144 |
|