Principal Securities’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
5,219
+2,467
| +90% | +$808K | 0.03% | 457 |
|
|
2025
Q1 | $959K | Hold |
2,752
| – | – | 0.02% | 569 |
|
|
2024
Q4 | $959K | Buy |
2,752
+356
| +15% | +$124K | 0.02% | 567 |
|
|
2024
Q3 | $776K | Buy |
2,396
+301
| +14% | +$97.5K | 0.02% | 619 |
|
|
2024
Q2 | $580K | Buy |
2,095
+292
| +16% | +$80.9K | 0.02% | 650 |
|
|
2024
Q1 | $531K | Buy |
1,803
+388
| +27% | +$114K | 0.02% | 638 |
|
|
2023
Q4 | $339K | Buy |
+1,415
| New | +$339K | 0.01% | 754 |
|