Lindbrook Capital’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $627K | Sell |
2,000
-59
| -3% | -$18.5K | 0.06% | 184 |
|
2024
Q4 | $718K | Sell |
2,059
-150
| -7% | -$52.3K | 0.06% | 173 |
|
2024
Q3 | $715K | Sell |
2,209
-7
| -0.3% | -$2.27K | 0.06% | 175 |
|
2024
Q2 | $614K | Buy |
2,216
+6
| +0.3% | +$1.66K | 0.06% | 180 |
|
2024
Q1 | $651K | Buy |
2,210
+47
| +2% | +$13.8K | 0.06% | 180 |
|
2023
Q4 | $518K | Buy |
2,163
+234
| +12% | +$56.1K | 0.05% | 195 |
|
2023
Q3 | $441K | Buy |
1,929
+19
| +1% | +$4.34K | 0.05% | 196 |
|
2023
Q2 | $468K | Sell |
1,910
-80
| -4% | -$19.6K | 0.05% | 190 |
|
2023
Q1 | $475K | Buy |
1,990
+184
| +10% | +$44K | 0.06% | 178 |
|
2022
Q4 | $438K | Buy |
1,806
+64
| +4% | +$15.5K | 0.05% | 200 |
|
2022
Q3 | $355K | Sell |
1,742
-84
| -5% | -$17.1K | 0.06% | 188 |
|
2022
Q2 | $353K | Buy |
1,826
+147
| +9% | +$28.4K | 0.06% | 197 |
|
2022
Q1 | $344K | Buy |
1,679
+1,526
| +997% | +$313K | 0.05% | 205 |
|
2021
Q4 | $33K | Sell |
153
-38
| -20% | -$8.2K | 0.01% | 852 |
|
2021
Q3 | $43K | Buy |
191
+5
| +3% | +$1.13K | 0.01% | 479 |
|
2021
Q2 | $45K | Hold |
186
| – | – | 0.01% | 509 |
|
2021
Q1 | $48K | Buy |
186
+33
| +22% | +$8.52K | 0.01% | 453 |
|
2020
Q4 | $35K | Buy |
153
+25
| +20% | +$5.72K | 0.01% | 501 |
|
2020
Q3 | $27K | Buy |
128
+5
| +4% | +$1.06K | 0.01% | 519 |
|
2020
Q2 | $21K | Buy |
123
+19
| +18% | +$3.24K | 0.01% | 588 |
|
2020
Q1 | $14K | Sell |
104
-317
| -75% | -$42.7K | 0.01% | 655 |
|
2019
Q4 | $75K | Buy |
421
+6
| +1% | +$1.07K | 0.03% | 317 |
|
2019
Q3 | $68K | Buy |
415
+17
| +4% | +$2.79K | 0.03% | 320 |
|
2019
Q2 | $68K | Hold |
398
| – | – | 0.03% | 322 |
|
2019
Q1 | $62K | Hold |
398
| – | – | 0.02% | 336 |
|
2018
Q4 | $53K | Buy |
+398
| New | +$53K | 0.03% | 319 |
|