Lido 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 | $5.47M | Buy |
16,698
+3,335
| +25% | +$1.09M | 0.02% | 330 |
|
|
2025
Q1 | $4.19M | Sell |
13,363
-1,131
| -8% | -$355K | 0.02% | 365 |
|
|
2024
Q4 | $5.05M | Buy |
14,494
+597
| +4% | +$208K | 0.02% | 304 |
|
|
2024
Q3 | $4.5M | Buy |
13,897
+537
| +4% | +$174K | 0.02% | 299 |
|
|
2024
Q2 | $3.7M | Buy |
13,360
+181
| +1% | +$50.1K | 0.02% | 309 |
|
|
2024
Q1 | $3.88M | Buy |
13,179
+427
| +3% | +$126K | 0.02% | 297 |
|
|
2023
Q4 | $3.06M | Buy |
12,752
+448
| +4% | +$107K | 0.02% | 312 |
|
|
2023
Q3 | $2.81M | Sell |
12,304
-1,044
| -8% | -$239K | 0.02% | 303 |
|
|
2023
Q2 | $3.27M | Buy |
13,348
+1,392
| +12% | +$341K | 0.02% | 269 |
|
|
2023
Q1 | $2.86M | Buy |
11,956
+3,500
| +41% | +$836K | 0.03% | 265 |
|
|
2022
Q4 | $2.05M | Buy |
8,456
+816
| +11% | +$198K | 0.03% | 269 |
|
|
2022
Q3 | $1.55M | Buy |
7,640
+75
| +1% | +$15.3K | 0.02% | 267 |
|
|
2022
Q2 | $1.46M | Buy |
7,565
+300
| +4% | +$58.1K | 0.02% | 244 |
|
|
2022
Q1 | $1.49M | Buy |
7,265
+170
| +2% | +$34.9K | 0.02% | 276 |
|
|
2021
Q4 | $1.55M | Buy |
7,095
+713
| +11% | +$155K | 0.02% | 292 |
|
|
2021
Q3 | $1.43M | Buy |
6,382
+5,370
| +531% | +$1.21M | 0.02% | 292 |
|
|
2021
Q2 | $247K | Sell |
1,012
-721
| -42% | -$176K | ﹤0.01% | 687 |
|
|
2021
Q1 | $449K | Sell |
1,733
-1,607
| -48% | -$416K | 0.01% | 469 |
|
|
2020
Q4 | $758K | Buy |
3,340
+1,394
| +72% | +$316K | 0.02% | 336 |
|
|
2020
Q3 | $411K | Buy |
+1,946
| New | +$411K | 0.01% | 368 |
|