IFP 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 | $1.16M | Buy |
3,511
+173
| +5% | +$57.1K | 0.03% | 534 |
|
|
2025
Q1 | $1.05M | Sell |
3,338
-79
| -2% | -$24.8K | 0.03% | 543 |
|
|
2024
Q4 | $1.19M | Buy |
3,417
+390
| +13% | +$136K | 0.04% | 483 |
|
|
2024
Q3 | $980K | Buy |
3,027
+652
| +27% | +$211K | 0.04% | 484 |
|
|
2024
Q2 | $658K | Buy |
2,375
+378
| +19% | +$105K | 0.03% | 567 |
|
|
2024
Q1 | $589K | Sell |
1,997
-140
| -7% | -$41.3K | 0.03% | 563 |
|
|
2023
Q4 | $513K | Sell |
2,137
-179
| -8% | -$42.9K | 0.02% | 577 |
|
|
2023
Q3 | $529K | Sell |
2,316
-3,067
| -57% | -$701K | 0.02% | 566 |
|
|
2023
Q2 | $1.32M | Sell |
5,383
-2,946
| -35% | -$722K | 0.06% | 354 |
|
|
2023
Q1 | $744K | Sell |
8,329
-2,982
| -26% | -$266K | 0.03% | 468 |
|
|
2022
Q4 | $1.11M | Sell |
11,311
-1,160
| -9% | -$114K | 0.03% | 586 |
|
|
2022
Q3 | $1.21M | Buy |
12,471
+648
| +5% | +$63.1K | 0.03% | 573 |
|
|
2022
Q2 | $1.15M | Hold |
11,823
| – | – | 0.04% | 532 |
|
|
2022
Q1 | $1.15M | Buy |
11,823
+5,376
| +83% | +$523K | 0.04% | 532 |
|
|
2021
Q4 | $1.43M | Sell |
6,447
-56
| -0.9% | -$12.5K | 0.03% | 325 |
|
|
2021
Q3 | $1.49M | Buy |
6,503
+329
| +5% | +$75.1K | 0.03% | 306 |
|
|
2021
Q2 | $1.49M | Sell |
6,174
-1,074
| -15% | -$259K | 0.03% | 304 |
|
|
2021
Q1 | $1.89M | Sell |
7,248
-8,120
| -53% | -$2.12M | 0.04% | 230 |
|
|
2020
Q4 | $3.48M | Buy |
15,368
+476
| +3% | +$108K | 0.14% | 119 |
|
|
2020
Q3 | $3.15M | Buy |
14,892
+830
| +6% | +$175K | 0.19% | 106 |
|
|
2020
Q2 | $2.43M | Buy |
14,062
+12,068
| +605% | +$2.08M | 0.19% | 114 |
|
|
2020
Q1 | $268K | Buy |
1,994
+541
| +37% | +$72.7K | 0.03% | 489 |
|
|
2019
Q4 | $261K | Sell |
1,453
-824
| -36% | -$148K | 0.02% | 583 |
|
|
2019
Q3 | $367K | Buy |
+2,277
| New | +$367K | 0.02% | 570 |
|
|
2019
Q1 | $377K | Sell |
2,368
-4,316
| -65% | -$687K | 0.05% | 338 |
|
|
2018
Q4 | $880K | Sell |
6,684
-1,040
| -13% | -$137K | 0.05% | 376 |
|
|
2018
Q3 | $1.13M | Buy |
7,724
+71
| +0.9% | +$10.4K | 0.05% | 396 |
|
|
2018
Q2 | $1.02M | Buy |
7,653
+1,112
| +17% | +$148K | 0.04% | 410 |
|
|
2018
Q1 | $1.16M | Hold |
6,541
| – | – | 0.05% | 355 |
|
|
2017
Q4 | $1.16M | Sell |
6,541
-3,652
| -36% | -$645K | 0.05% | 353 |
|
|
2017
Q3 | $1.71M | Sell |
10,193
-839
| -8% | -$141K | 0.07% | 298 |
|
|
2017
Q2 | $1.79M | Buy |
11,032
+998
| +10% | +$162K | 0.08% | 290 |
|
|
2017
Q1 | $1.52M | Sell |
10,034
-645
| -6% | -$97.5K | 0.07% | 312 |
|
|
2016
Q4 | $1.46M | Buy |
10,679
+1,286
| +14% | +$176K | 0.07% | 297 |
|
|
2016
Q3 | $1.2M | Buy |
9,393
+345
| +4% | +$44.2K | 0.06% | 318 |
|
|
2016
Q2 | $1.02M | Buy |
9,048
+6,680
| +282% | +$751K | 0.06% | 349 |
|
|
2016
Q1 | $377K | Sell |
2,368
-1,807
| -43% | -$288K | 0.05% | 338 |
|
|
2015
Q4 | $367K | Buy |
+4,175
| New | +$367K | 0.02% | 576 |
|