B. Riley Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+3,636
| New | +$1.19M | 0.06% | 302 |
|
|
2024
Q4 | $1.52M | Sell |
4,354
-489
| -10% | -$170K | 0.05% | 333 |
|
|
2024
Q3 | $1.57M | Sell |
4,843
-42
| -0.9% | -$13.6K | 0.04% | 383 |
|
|
2024
Q2 | $1.35M | Sell |
4,885
-2,369
| -33% | -$656K | 0.03% | 443 |
|
|
2024
Q1 | $1.66M | Buy |
7,254
+966
| +15% | +$221K | 0.04% | 403 |
|
|
2023
Q4 | $1.51M | Sell |
6,288
-966
| -13% | -$231K | 0.04% | 424 |
|
|
2023
Q3 | $1.66M | Sell |
7,254
-9,576
| -57% | -$2.19M | 0.04% | 403 |
|
|
2023
Q2 | $4.13M | Buy |
16,830
+8,480
| +102% | +$2.08M | 0.09% | 222 |
|
|
2023
Q1 | $1.99M | Sell |
8,350
-640
| -7% | -$153K | 0.05% | 344 |
|
|
2022
Q4 | $2.18M | Sell |
8,990
-71
| -0.8% | -$17.2K | 0.06% | 312 |
|
|
2022
Q3 | $1.84M | Buy |
9,061
+3,575
| +65% | +$728K | 0.06% | 329 |
|
|
2022
Q2 | $1.06M | Sell |
5,486
-1,463
| -21% | -$283K | 0.04% | 401 |
|
|
2022
Q1 | $1.43M | Sell |
6,949
-608
| -8% | -$125K | 0.05% | 378 |
|
|
2021
Q4 | $1.65M | Buy |
7,557
+5
| +0.1% | +$1.09K | 0.05% | 391 |
|
|
2021
Q3 | $1.7M | Sell |
7,552
-1,705
| -18% | -$384K | 0.05% | 380 |
|
|
2021
Q2 | $2.26M | Buy |
9,257
+2,714
| +41% | +$663K | 0.07% | 308 |
|
|
2021
Q1 | $1.69M | Buy |
6,543
+3,041
| +87% | +$784K | 0.06% | 350 |
|
|
2020
Q4 | $795K | Buy |
3,502
+41
| +1% | +$9.31K | 0.04% | 393 |
|
|
2020
Q3 | $721K | Buy |
3,461
+222
| +7% | +$46.2K | 0.04% | 404 |
|
|
2020
Q2 | $562K | Sell |
3,239
-735
| -18% | -$128K | 0.04% | 415 |
|
|
2020
Q1 | $539K | Sell |
3,974
-6,810
| -63% | -$924K | 0.05% | 365 |
|
|
2019
Q4 | $1.93M | Buy |
10,784
+4,202
| +64% | +$752K | 0.16% | 141 |
|
|
2019
Q3 | $1.07M | Buy |
6,582
+3,470
| +112% | +$565K | 0.11% | 215 |
|
|
2019
Q2 | $532K | Sell |
3,112
-400
| -11% | -$68.4K | 0.06% | 353 |
|
|
2019
Q1 | $554K | Buy |
3,512
+467
| +15% | +$73.7K | 0.07% | 303 |
|
|
2018
Q4 | $408K | Buy |
3,045
+605
| +25% | +$81.1K | 0.06% | 357 |
|
|
2018
Q3 | $357K | Buy |
2,440
+716
| +42% | +$105K | 0.04% | 440 |
|
|
2018
Q2 | $230K | Sell |
1,724
-1,300
| -43% | -$173K | 0.03% | 565 |
|
|
2018
Q1 | $491K | Sell |
3,024
-367
| -11% | -$59.6K | 0.07% | 318 |
|
|
2017
Q4 | $600K | Buy |
3,391
+2,028
| +149% | +$359K | 0.08% | 268 |
|
|
2017
Q3 | $230K | Buy |
+1,363
| New | +$230K | 0.04% | 458 |
|
|
2016
Q4 | – | Sell |
-1,939
| Closed | -$249K | – | 548 |
|
|
2016
Q3 | $249K | Sell |
1,939
-575
| -23% | -$73.8K | 0.05% | 462 |
|
|
2016
Q2 | $283K | Sell |
2,514
-383
| -13% | -$43.1K | 0.06% | 411 |
|
|
2016
Q1 | $318K | Buy |
2,897
+308
| +12% | +$33.8K | 0.07% | 333 |
|
|
2015
Q4 | $228K | Buy |
2,589
+252
| +11% | +$22.2K | 0.05% | 449 |
|
|
2015
Q3 | $255K | Buy |
2,337
+524
| +29% | +$57.2K | 0.06% | 403 |
|
|
2015
Q2 | $238K | Sell |
1,813
-669
| -27% | -$87.8K | 0.06% | 394 |
|
|
2015
Q1 | $344K | Sell |
2,482
-420
| -14% | -$58.2K | 0.08% | 316 |
|
|
2014
Q4 | $3.29K | Buy |
2,902
+906
| +45% | +$1.03K | 0.07% | 353 |
|
|
2014
Q3 | $263K | Sell |
1,996
-1,003
| -33% | -$132K | 0.07% | 406 |
|
|
2014
Q2 | $226K | Buy |
2,999
+1,495
| +99% | +$113K | 0.05% | 408 |
|
|
2014
Q1 | $224K | Hold |
1,504
| – | – | 0.07% | 345 |
|
|
2013
Q4 | $212K | Buy |
1,504
+190
| +14% | +$26.8K | 0.07% | 325 |
|
|
2013
Q3 | $175K | Buy |
+1,314
| New | +$175K | 0.06% | 382 |
|