Steward Partners Investment Advisory’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
3,683
+294
| +9% | +$157K | 0.02% | 728 |
|
|
2025
Q1 | $1.25M | Sell |
3,389
-198
| -6% | -$73.2K | 0.01% | 822 |
|
|
2024
Q4 | $1.63M | Sell |
3,587
-719
| -17% | -$326K | 0.01% | 700 |
|
|
2024
Q3 | $1.85M | Buy |
4,306
+1,360
| +46% | +$586K | 0.02% | 656 |
|
|
2024
Q2 | $1.08M | Buy |
2,946
+131
| +5% | +$47.8K | 0.01% | 788 |
|
|
2024
Q1 | $986K | Sell |
2,815
-116
| -4% | -$40.6K | 0.01% | 798 |
|
|
2023
Q4 | $631K | Sell |
2,931
-71
| -2% | -$15.3K | 0.01% | 896 |
|
|
2023
Q3 | $632K | Sell |
3,002
-8,905
| -75% | -$1.87M | 0.01% | 837 |
|
|
2023
Q2 | $2.2M | Buy |
11,907
+8,424
| +242% | +$1.56M | 0.03% | 452 |
|
|
2023
Q1 | $566K | Buy |
3,483
+472
| +16% | +$76.7K | 0.01% | 880 |
|
|
2022
Q4 | $446K | Buy |
3,011
+549
| +22% | +$81.3K | 0.01% | 947 |
|
|
2022
Q3 | $284K | Sell |
2,462
-6
| -0.2% | -$692 | 0.01% | 1051 |
|
|
2022
Q2 | $254K | Sell |
2,468
-14
| -0.6% | -$1.44K | ﹤0.01% | 1108 |
|
|
2022
Q1 | $280K | Buy |
2,482
+137
| +6% | +$15.5K | ﹤0.01% | 1169 |
|
|
2021
Q4 | $299K | Buy |
2,345
+122
| +5% | +$15.6K | ﹤0.01% | 1138 |
|
|
2021
Q3 | $256K | Buy |
2,223
+460
| +26% | +$53K | ﹤0.01% | 1168 |
|
|
2021
Q2 | $217K | Hold |
1,763
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q1 | $198K | Hold |
1,763
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q4 | $161K | Hold |
1,763
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q3 | $119K | Buy |
1,763
+367
| +26% | +$24.8K | ﹤0.01% | 1152 |
|
|
2020
Q2 | $92K | Buy |
1,396
+591
| +73% | +$38.9K | ﹤0.01% | 1189 |
|
|
2020
Q1 | $49K | Hold |
805
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $69K | Buy |
805
+740
| +1,138% | +$63.4K | ﹤0.01% | 1267 |
|
|
2019
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 2208 |
|
|
2018
Q4 | – | Sell |
-124
| Closed | -$9K | – | 1142 |
|
|
2018
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q2 | $9K | Sell |
124
-6,557
| -98% | -$476K | ﹤0.01% | 1772 |
|
|
2018
Q1 | $520K | Buy |
6,681
+2,641
| +65% | +$206K | 0.04% | 420 |
|
|
2017
Q4 | $330K | Buy |
4,040
+4,022
| +22,344% | +$329K | 0.03% | 431 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1584 |
|