LRI Investments’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.5K | Buy |
136
+11
| +9% | +$3.6K | ﹤0.01% | 569 |
|
2025
Q1 | $39.2K | Buy |
125
+5
| +4% | +$1.57K | ﹤0.01% | 575 |
|
2024
Q4 | $41.8K | Hold |
120
| – | – | ﹤0.01% | 545 |
|
2024
Q3 | $43.6K | Hold |
120
| – | – | ﹤0.01% | 529 |
|
2024
Q2 | $33.2K | Buy |
120
+16
| +15% | +$4.43K | ﹤0.01% | 533 |
|
2024
Q1 | $30.6K | Buy |
+104
| New | +$30.6K | 0.01% | 322 |
|