Farther Finance Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
3,435
+682
| +25% | +$223K | 0.02% | 545 |
|
2025
Q1 | $868K | Buy |
2,753
+513
| +23% | +$162K | 0.02% | 567 |
|
2024
Q4 | $781K | Sell |
2,240
-227
| -9% | -$79.1K | 0.03% | 445 |
|
2024
Q3 | $799K | Buy |
2,467
+288
| +13% | +$93.3K | 0.03% | 418 |
|
2024
Q2 | $593K | Buy |
2,179
+239
| +12% | +$65.1K | 0.03% | 431 |
|
2024
Q1 | $571K | Buy |
1,940
+287
| +17% | +$84.5K | 0.03% | 362 |
|
2023
Q4 | $396K | Buy |
1,653
+1,215
| +277% | +$291K | 0.03% | 399 |
|
2023
Q3 | $100K | Buy |
438
+43
| +11% | +$9.83K | 0.02% | 552 |
|
2023
Q2 | $96.8K | Sell |
395
-92
| -19% | -$22.6K | 0.02% | 471 |
|
2023
Q1 | $116K | Sell |
487
-27
| -5% | -$6.45K | 0.03% | 365 |
|
2022
Q4 | $125K | Buy |
+514
| New | +$125K | 0.05% | 287 |
|