Founders Financial Alliance’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
1,042
-297
| -22% | -$97.3K | 0.08% | 231 |
|
|
2025
Q1 | $420K | Buy |
1,339
+1
| +0.1% | +$313 | 0.1% | 204 |
|
|
2024
Q4 | $466K | Buy |
1,338
+1
| +0.1% | +$349 | 0.13% | 154 |
|
|
2024
Q3 | $433K | Sell |
1,337
-40
| -3% | -$13K | 0.12% | 164 |
|
|
2024
Q2 | $381K | Sell |
1,377
-55
| -4% | -$15.2K | 0.11% | 178 |
|
|
2024
Q1 | $422K | Buy |
+1,432
| New | +$422K | 0.13% | 165 |
|
|
2020
Q4 | – | Sell |
-876
| Closed | -$195K | – | 583 |
|
|
2020
Q3 | $195K | Buy |
+876
| New | +$195K | 0.12% | 161 |
|