BOK Financial Private Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$2.09K | – | 511 |
|
|
2024
Q4 | $2.09K | Buy |
6
+3
| +100% | +$1.05K | ﹤0.01% | 442 |
|
|
2024
Q3 | $972 | Hold |
3
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $831 | Buy |
+3
| New | +$831 | ﹤0.01% | 452 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$23K | – | 369 |
|
|
2022
Q2 | $23K | Buy |
+120
| New | +$23K | ﹤0.01% | 308 |
|
|
2017
Q3 | – | Sell |
-1,257
| Closed | -$204K | – | 128 |
|
|
2017
Q2 | $204K | Buy |
+1,257
| New | +$204K | 0.03% | 133 |
|