CRA 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
$220K Sell
671
-14
-2% -$4.59K 0.03% 265
2025
Q1
$215K Hold
685
0.04% 250
2024
Q4
$239K Hold
685
0.04% 227
2024
Q3
$222K Buy
+685
New +$222K 0.04% 243
2024
Q2
Sell
-685
Closed -$202K 252
2024
Q1
$202K Buy
+685
New +$202K 0.04% 233