IFG Advisory’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
6,514
-74
| -1% | -$24.2K | 0.11% | 212 |
|
|
2025
Q1 | $2.06M | Sell |
6,588
-905
| -12% | -$284K | 0.11% | 212 |
|
|
2024
Q4 | $2.61M | Buy |
7,493
+12
| +0.2% | +$4.18K | 0.15% | 166 |
|
|
2024
Q3 | $2.42M | Sell |
7,481
-129
| -2% | -$41.8K | 0.15% | 174 |
|
|
2024
Q2 | $2.11M | Buy |
7,610
+22
| +0.3% | +$6.09K | 0.14% | 180 |
|
|
2024
Q1 | $2.24M | Sell |
7,588
-1,645
| -18% | -$485K | 0.17% | 172 |
|
|
2023
Q4 | $2.21M | Sell |
9,233
-2,342
| -20% | -$561K | 0.16% | 163 |
|
|
2023
Q3 | $2.64M | Sell |
11,575
-104
| -0.9% | -$23.8K | 0.22% | 119 |
|
|
2023
Q2 | $2.86M | Buy |
11,679
+3,097
| +36% | +$759K | 0.25% | 117 |
|
|
2023
Q1 | $2.05M | Sell |
8,582
-228
| -3% | -$54.5K | 0.19% | 129 |
|
|
2022
Q4 | $2.13M | Sell |
8,810
-77
| -0.9% | -$18.7K | 0.21% | 108 |
|
|
2022
Q3 | $1.81M | Sell |
8,887
-240
| -3% | -$48.8K | 0.16% | 133 |
|
|
2022
Q2 | $1.77M | Buy |
9,127
+1,863
| +26% | +$360K | 0.19% | 118 |
|
|
2022
Q1 | $1.49M | Sell |
7,264
-1,703
| -19% | -$349K | 0.15% | 160 |
|
|
2021
Q4 | $1.96M | Sell |
8,967
-82
| -0.9% | -$17.9K | 0.19% | 129 |
|
|
2021
Q3 | $2.03M | Buy |
9,049
+115
| +1% | +$25.8K | 0.22% | 115 |
|
|
2021
Q2 | $2.18M | Buy |
8,934
+5,290
| +145% | +$1.29M | 0.24% | 103 |
|
|
2021
Q1 | $944K | Sell |
3,644
-117
| -3% | -$30.3K | 0.12% | 198 |
|
|
2020
Q4 | $854K | Sell |
3,761
-447
| -11% | -$101K | 0.12% | 192 |
|
|
2020
Q3 | $888K | Sell |
4,208
-627
| -13% | -$132K | 0.14% | 170 |
|
|
2020
Q2 | $837K | Buy |
4,835
+44
| +0.9% | +$7.62K | 0.15% | 162 |
|
|
2020
Q1 | $648K | Sell |
4,791
-313
| -6% | -$42.3K | 0.14% | 162 |
|
|
2019
Q4 | $913K | Sell |
5,104
-156
| -3% | -$27.9K | 0.17% | 149 |
|
|
2019
Q3 | $855K | Buy |
5,260
+1,261
| +32% | +$205K | 0.17% | 152 |
|
|
2019
Q2 | $685K | Buy |
3,999
+13
| +0.3% | +$2.23K | 0.12% | 168 |
|
|
2019
Q1 | $629K | Buy |
3,986
+1,788
| +81% | +$282K | 0.12% | 161 |
|
|
2018
Q4 | $293K | Buy |
2,198
+149
| +7% | +$19.9K | 0.07% | 241 |
|
|
2018
Q3 | $299K | Buy |
2,049
+102
| +5% | +$14.9K | 0.06% | 293 |
|
|
2018
Q2 | $259K | Sell |
1,947
-140
| -7% | -$18.6K | 0.05% | 298 |
|
|
2018
Q1 | $338K | Buy |
2,087
+461
| +28% | +$74.7K | 0.08% | 248 |
|
|
2017
Q4 | $287K | Buy |
+1,626
| New | +$287K | 0.06% | 268 |
|