Florida Financial 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 | $272K | Sell |
829
-54
| -6% | -$17.7K | 0.09% | 217 |
|
2025
Q1 | $277K | Buy |
883
+2
| +0.2% | +$627 | 0.11% | 189 |
|
2024
Q4 | $307K | Sell |
881
-523
| -37% | -$182K | 0.14% | 143 |
|
2024
Q3 | $454K | Buy |
1,404
+149
| +12% | +$48.2K | 0.23% | 83 |
|
2024
Q2 | $347K | Buy |
1,255
+45
| +4% | +$12.4K | 0.21% | 87 |
|
2024
Q1 | $356K | Sell |
1,210
-118
| -9% | -$34.8K | 0.26% | 68 |
|
2023
Q4 | $318K | Buy |
+1,328
| New | +$318K | 0.29% | 66 |
|