Canandaigua National Trust of Florida’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	-2,018	Closed	-$703K	–	109
2024 Q4	$703K	Sell	2,018 -265	-12%	-$92.4K	0.55%	47
2024 Q3	$739K	Buy	+2,283	New	+$739K	0.64%	39