Legacy Financial Advisors’s Cummins CMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Sell
2025 Q1	$212K	Buy
2024 Q4	$219K	Buy
2019 Q2	–	Sell
2019 Q1	$11K	Buy
2018 Q4	$8K	Buy
2018 Q3	$3K	Hold
2018 Q2	$3K	Sell
2018 Q1	$68K	Buy
2017 Q4	$1K	Buy