OneAscent Financial Services’s Cummins CMI Stock Holding History

OneAscent Financial Services’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$728K	Buy
2024 Q2	–	Sell
2024 Q1	$251K	Sell
2023 Q4	$217K	Buy
2020 Q3	–	Sell
2020 Q2	$558K	Buy
2020 Q1	$416K	Sell
2019 Q4	$625K	Buy
2019 Q3	–	Sell
2019 Q2	$613K	Buy