JNBA Financial Advisors’s Cummins CMI Stock Holding History

JNBA Financial Advisors’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.3K	Hold	59	–	–	﹤0.01%	397
2025 Q1	$18.5K	Hold	59	–	–	﹤0.01%	393
2024 Q4	$20.6K	Sell	59 -50	-46%	-$17.4K	﹤0.01%	383
2024 Q3	$35.3K	Hold	109	–	–	﹤0.01%	329
2024 Q2	$30.2K	Hold	109	–	–	﹤0.01%	339
2024 Q1	$32.1K	Buy	109 +100	+1,111%	+$29.5K	﹤0.01%	333
2023 Q4	$2.16K	Sell	9 -50	-85%	-$12K	﹤0.01%	611
2023 Q3	$13.5K	Hold	59	–	–	﹤0.01%	430
2023 Q2	$14.5K	Hold	59	–	–	﹤0.01%	424
2023 Q1	$14.1K	Hold	59	–	–	﹤0.01%	434
2022 Q4	$14.3K	Sell	59 -7	-11%	-$1.7K	﹤0.01%	414
2022 Q3	$13K	Buy	66 +7	+12%	+$1.38K	﹤0.01%	423
2022 Q2	$11K	Hold	59	–	–	﹤0.01%	475
2022 Q1	$12K	Hold	59	–	–	﹤0.01%	476
2021 Q4	$13K	Hold	59	–	–	﹤0.01%	491
2021 Q3	$13K	Hold	59	–	–	﹤0.01%	480
2021 Q2	$14K	Hold	59	–	–	﹤0.01%	447
2021 Q1	$15K	Hold	59	–	–	﹤0.01%	419
2020 Q4	$13K	Sell	59 -50	-46%	-$11K	﹤0.01%	410
2020 Q3	$23K	Hold	109	–	–	﹤0.01%	321
2020 Q2	$19K	Hold	109	–	–	﹤0.01%	333
2020 Q1	$15K	Hold	109	–	–	﹤0.01%	342
2019 Q4	$20K	Sell	109 -34	-24%	-$6.24K	﹤0.01%	345
2019 Q3	$23K	Buy	143 +43	+43%	+$6.92K	﹤0.01%	316
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	366
2019 Q1	$16K	Hold	100	–	–	﹤0.01%	349
2018 Q4	$13K	Buy	+100	New	+$13K	﹤0.01%	345
2018 Q3	–	Sell	-100	Closed	-$13K	–	526
2018 Q2	$13K	Hold	100	–	–	﹤0.01%	371
2018 Q1	$16K	Hold	100	–	–	﹤0.01%	328
2017 Q4	$18K	Hold	100	–	–	﹤0.01%	323
2017 Q3	$17K	Hold	100	–	–	﹤0.01%	313
2017 Q2	$16K	Hold	100	–	–	﹤0.01%	314
2017 Q1	$15K	Hold	100	–	–	﹤0.01%	320
2016 Q4	$14K	Sell	100 -1,020	-91%	-$143K	﹤0.01%	333
2016 Q3	$144K	Buy	1,120 +1,020	+1,020%	+$131K	0.02%	285
2016 Q2	$11K	Hold	100	–	–	﹤0.01%	342
2016 Q1	$11K	Hold	100	–	–	﹤0.01%	344
2015 Q4	$9K	Hold	100	–	–	﹤0.01%	353
2015 Q3	$11K	Hold	100	–	–	﹤0.01%	344
2015 Q2	$13K	Hold	100	–	–	﹤0.01%	333
2015 Q1	$14K	Hold	100	–	–	0.01%	331
2014 Q4	$14K	Hold	100	–	–	0.01%	323
2014 Q3	$13K	Hold	100	–	–	0.01%	335
2014 Q2	$15K	Hold	100	–	–	0.01%	305
2014 Q1	$15K	Hold	100	–	–	0.01%	284
2013 Q4	$14K	Hold	100	–	–	0.01%	287
2013 Q3	$13K	Hold	100	–	–	0.01%	284
2013 Q2	$11K	Buy	+100	New	+$11K	0.01%	250