EFS
Essex Financial Services’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
6,254
-17
| -0.3% | -$5.57K | 0.13% | 150 |
|
|
2025
Q1 | $1.97M | Sell |
6,271
-204
| -3% | -$63.9K | 0.14% | 140 |
|
|
2024
Q4 | $2.26M | Buy |
6,475
+289
| +5% | +$101K | 0.16% | 124 |
|
|
2024
Q3 | $2.05M | Sell |
6,186
-2,064
| -25% | -$683K | 0.15% | 131 |
|
|
2024
Q2 | $2.45M | Buy |
8,250
+2,822
| +52% | +$839K | 0.18% | 109 |
|
|
2024
Q1 | $1.6M | Buy |
5,428
+216
| +4% | +$63.6K | 0.15% | 142 |
|
|
2023
Q4 | $1.25M | Buy |
5,212
+98
| +2% | +$23.5K | 0.13% | 156 |
|
|
2023
Q3 | $1.17M | Buy |
5,114
+6
| +0.1% | +$1.37K | 0.14% | 156 |
|
|
2023
Q2 | $1.25M | Buy |
5,108
+5
| +0.1% | +$1.23K | 0.14% | 147 |
|
|
2023
Q1 | $1.22M | Buy |
5,103
+3
| +0.1% | +$717 | 0.13% | 159 |
|
|
2022
Q4 | $1.24M | Buy |
5,100
+10
| +0.2% | +$2.42K | 0.13% | 153 |
|
|
2022
Q3 | $1.04M | Buy |
5,090
+4
| +0.1% | +$814 | 0.12% | 155 |
|
|
2022
Q2 | $984K | Sell |
5,086
-818
| -14% | -$158K | 0.11% | 180 |
|
|
2022
Q1 | $1.21M | Buy |
5,904
+491
| +9% | +$101K | 0.12% | 175 |
|
|
2021
Q4 | $1.18M | Buy |
5,413
+512
| +10% | +$112K | 0.12% | 177 |
|
|
2021
Q3 | $1.1M | Buy |
4,901
+759
| +18% | +$170K | 0.13% | 174 |
|
|
2021
Q2 | $1.07M | Hold |
4,142
| – | – | 0.16% | 141 |
|
|
2021
Q1 | $1.07M | Buy |
4,142
+1,199
| +41% | +$311K | 0.19% | 119 |
|
|
2020
Q4 | $668K | Sell |
2,943
-1,000
| -25% | -$227K | 0.13% | 157 |
|
|
2020
Q3 | $833K | Buy |
3,943
+1,050
| +36% | +$222K | 0.2% | 113 |
|
|
2020
Q2 | $501K | Sell |
2,893
-653
| -18% | -$113K | 0.15% | 131 |
|
|
2020
Q1 | $480K | Sell |
3,546
-1,649
| -32% | -$223K | 0.17% | 131 |
|
|
2019
Q4 | $930K | Buy |
5,195
+1,555
| +43% | +$278K | 0.26% | 92 |
|
|
2019
Q3 | $592K | Buy |
3,640
+351
| +11% | +$57.1K | 0.19% | 121 |
|
|
2019
Q2 | $564K | Sell |
3,289
-62
| -2% | -$10.6K | 0.17% | 126 |
|
|
2019
Q1 | $529K | Sell |
3,351
-720
| -18% | -$114K | 0.16% | 127 |
|
|
2018
Q4 | $544K | Sell |
4,071
-500
| -11% | -$66.8K | 0.17% | 123 |
|
|
2018
Q3 | $668K | Buy |
4,571
+239
| +6% | +$34.9K | 0.15% | 134 |
|
|
2018
Q2 | $576K | Buy |
4,332
+395
| +10% | +$52.5K | 0.14% | 142 |
|
|
2018
Q1 | $638K | Sell |
3,937
-88
| -2% | -$14.3K | 0.13% | 169 |
|
|
2017
Q4 | $711K | Buy |
4,025
+4
| +0.1% | +$707 | 0.17% | 122 |
|
|
2017
Q3 | $676K | Buy |
4,021
+17
| +0.4% | +$2.86K | 0.17% | 127 |
|
|
2017
Q2 | $650K | Sell |
4,004
-2,696
| -40% | -$438K | 0.14% | 160 |
|
|
2017
Q1 | $1.01M | Sell |
6,700
-184
| -3% | -$27.8K | 0.23% | 109 |
|
|
2016
Q4 | $941K | Buy |
6,884
+5
| +0.1% | +$683 | 0.2% | 113 |
|
|
2016
Q3 | $882K | Buy |
6,879
+5
| +0.1% | +$641 | 0.21% | 115 |
|
|
2016
Q2 | $773K | Sell |
6,874
-2,160
| -24% | -$243K | 0.19% | 125 |
|
|
2016
Q1 | $993K | Sell |
9,034
-957
| -10% | -$105K | 0.25% | 99 |
|
|
2015
Q4 | $879K | Sell |
9,991
-1,829
| -15% | -$161K | 0.21% | 116 |
|
|
2015
Q3 | $1.28M | Buy |
11,820
+26
| +0.2% | +$2.82K | 0.33% | 79 |
|
|
2015
Q2 | $1.55M | Buy |
11,794
+46
| +0.4% | +$6.03K | 0.4% | 67 |
|
|
2015
Q1 | $1.63M | Sell |
11,748
-1,477
| -11% | -$205K | 0.42% | 60 |
|
|
2014
Q4 | $1.91M | Sell |
13,225
-868
| -6% | -$125K | 0.5% | 52 |
|
|
2014
Q3 | $1.86M | Sell |
14,093
-58
| -0.4% | -$7.66K | 0.56% | 45 |
|
|
2014
Q2 | $2.18M | Buy |
14,151
+415
| +3% | +$64K | 0.65% | 36 |
|
|
2014
Q1 | $2.05M | Buy |
13,736
+1,790
| +15% | +$267K | 0.67% | 32 |
|
|
2013
Q4 | $1.68M | Buy |
11,946
+1,881
| +19% | +$265K | 0.57% | 41 |
|
|
2013
Q3 | $1.34K | Sell |
10,065
-28
| -0.3% | -$4 | 0.42% | 44 |
|
|
2013
Q2 | $1.1M | Buy |
+10,093
| New | +$1.1M | 0.38% | 60 |
|