Compass Financial Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.4K Sell
78
-20
-20% -$6.51K 0.01% 137
2025
Q1
$30.8K Buy
98
+21
+27% +$6.59K 0.02% 113
2024
Q4
$26.7K Buy
+77
New +$26.7K 0.02% 92