Montecito Bank & Trust’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $970K | Buy |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $834K | Sell |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $2.83M | Buy |
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|
2021
Q1 | $2.86M | Buy |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $693K | Sell |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $571K | Sell |
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|
2019
Q3 | $527K | Buy |
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|
2019
Q2 | $539K | Buy |
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|
2019
Q1 | $435K | Sell |
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|
2018
Q4 | $379K | Buy |
|