Stonegate Investment Group’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
$972K Sell
7,287
-1,000
-12% -$133K 0.02% 182
2025
Q1
$909K Sell
8,287
-1,368
-14% -$150K 0.02% 159
2024
Q4
$1.2M Buy
9,655
+470
+5% +$58.2K 0.03% 142
2024
Q3
$1M Buy
9,185
+405
+5% +$44.3K 0.03% 164
2024
Q2
$967K Buy
8,780
+1,500
+21% +$165K 0.03% 166
2024
Q1
$826K Hold
7,280
0.03% 180
2023
Q4
$709K Sell
7,280
-623
-8% -$60.6K 0.02% 183
2023
Q3
$763K Sell
7,903
-2,356
-23% -$228K 0.03% 168
2023
Q2
$927K Hold
10,259
0.03% 167
2023
Q1
$894K Sell
10,259
-512
-5% -$44.6K 0.03% 166
2022
Q4
$1.03M Sell
10,771
-4,365
-29% -$419K 0.04% 141
2022
Q3
$1.11M Sell
15,136
-2,385
-14% -$175K 0.05% 127
2022
Q2
$1.39M Sell
17,521
-1,538
-8% -$122K 0.06% 123
2022
Q1
$1.87M Sell
19,059
-766
-4% -$75.1K 0.06% 104
2021
Q4
$1.84M Buy
+19,825
New +$1.84M 0.08% 106