Legacy Capital Group California’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
2,688
-79
| -3% | -$25.9K | 0.24% | 107 |
|
|
2025
Q1 | $867K | Sell |
2,767
-29
| -1% | -$9.09K | 0.3% | 80 |
|
|
2024
Q4 | $975K | Sell |
2,796
-19
| -0.7% | -$6.62K | 0.3% | 78 |
|
|
2024
Q3 | $911K | Sell |
2,815
-174
| -6% | -$56.3K | 0.3% | 87 |
|
|
2024
Q2 | $828K | Buy |
2,989
+30
| +1% | +$8.31K | 0.3% | 91 |
|
|
2024
Q1 | $872K | Sell |
2,959
-90
| -3% | -$26.5K | 0.32% | 88 |
|
|
2023
Q4 | $730K | Sell |
3,049
-5
| -0.2% | -$1.2K | 0.28% | 113 |
|
|
2023
Q3 | $698K | Buy |
3,054
+5
| +0.2% | +$1.14K | 0.3% | 96 |
|
|
2023
Q2 | $747K | Buy |
3,049
+83
| +3% | +$20.3K | 0.31% | 92 |
|
|
2023
Q1 | $709K | Buy |
+2,966
| New | +$709K | 0.35% | 86 |
|