LFA
Legacy Financial Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
613
-63
| -9% | -$20.6K | 0.03% | 337 |
|
|
2025
Q1 | $212K | Buy |
676
+49
| +8% | +$15.4K | 0.04% | 343 |
|
|
2024
Q4 | $219K | Buy |
+627
| New | +$219K | 0.04% | 323 |
|
|
2019
Q2 | – | Sell |
-72
| Closed | -$11K | – | 273 |
|
|
2019
Q1 | $11K | Buy |
72
+12
| +20% | +$1.83K | ﹤0.01% | 592 |
|
|
2018
Q4 | $8K | Buy |
60
+36
| +150% | +$4.8K | ﹤0.01% | 614 |
|
|
2018
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 754 |
|
|
2018
Q2 | $3K | Sell |
24
-399
| -94% | -$49.9K | ﹤0.01% | 771 |
|
|
2018
Q1 | $68K | Buy |
423
+417
| +6,950% | +$67K | 0.03% | 208 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 768 |
|