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