FLC Capital Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Hold |
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|
2025
Q2 | $956K | Hold |
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|
2025
Q1 | $915K | Hold |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $945K | Hold |
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|
2024
Q2 | $809K | Hold |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $760K | Hold |
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|
2023
Q2 | $815K | Buy |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $321K | Hold |
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|
2020
Q4 | $281K | Buy |
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