Merit Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
17,184
-1,336
| -7% | -$438K | 0.06% | 243 |
|
|
2025
Q1 | $5.8M | Buy |
18,520
+5,685
| +44% | +$1.78M | 0.09% | 190 |
|
|
2024
Q4 | $4.47M | Buy |
12,835
+8,209
| +177% | +$2.86M | 0.08% | 206 |
|
|
2024
Q3 | $1.5M | Sell |
4,626
-2,556
| -36% | -$828K | 0.03% | 334 |
|
|
2024
Q2 | $1.99M | Buy |
7,182
+1,219
| +20% | +$338K | 0.04% | 266 |
|
|
2024
Q1 | $1.67M | Buy |
5,963
+1,100
| +23% | +$309K | 0.04% | 291 |
|
|
2023
Q4 | $1.17M | Buy |
4,863
+1,443
| +42% | +$346K | 0.04% | 273 |
|
|
2023
Q3 | $781K | Buy |
3,420
+797
| +30% | +$182K | 0.03% | 366 |
|
|
2023
Q2 | $643K | Buy |
2,623
+262
| +11% | +$64.2K | 0.02% | 408 |
|
|
2023
Q1 | $564K | Buy |
2,361
+630
| +36% | +$150K | 0.02% | 373 |
|
|
2022
Q4 | $419K | Buy |
+1,731
| New | +$419K | 0.02% | 466 |
|