Northeast Financial Consultants’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 | $328K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $887K | Sell |
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|
2023
Q4 | $856K | Hold |
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|
2023
Q3 | $817K | Hold |
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|
2023
Q2 | $876K | Hold |
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|
2023
Q1 | $854K | Hold |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $1.18M | Hold |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.5M | Hold |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $813K | Buy |
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|
2019
Q4 | $1.07M | Hold |
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|
2019
Q3 | $976K | Hold |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $947K | Buy |
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