Northern Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Hold |
1,632
| – | – | 0.4% | 66 |
|
|
2025
Q1 | $512K | Hold |
1,632
| – | – | 0.42% | 70 |
|
|
2024
Q4 | $569K | Hold |
1,632
| – | – | 0.45% | 63 |
|
|
2024
Q3 | $528K | Hold |
1,632
| – | – | 0.4% | 74 |
|
|
2024
Q2 | $452K | Hold |
1,632
| – | – | 0.36% | 80 |
|
|
2024
Q1 | $481K | Sell |
1,632
-8
| -0.5% | -$2.36K | 0.38% | 81 |
|
|
2023
Q4 | $393K | Hold |
1,640
| – | – | 0.33% | 83 |
|
|
2023
Q3 | $375K | Hold |
1,640
| – | – | 0.34% | 81 |
|
|
2023
Q2 | $402K | Sell |
1,640
-102
| -6% | -$25K | 0.35% | 77 |
|
|
2023
Q1 | $416K | Hold |
1,742
| – | – | 0.39% | 75 |
|
|
2022
Q4 | $422K | Buy |
+1,742
| New | +$422K | 0.48% | 62 |
|