Lido Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $5.05M | Buy |
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|
2024
Q3 | $4.5M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $3.27M | Buy |
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|
2023
Q1 | $2.86M | Buy |
|
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $758K | Buy |
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|
2020
Q3 | $411K | Buy |
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