Prospera Financial Services’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 | $1.45M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $445K | Sell |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $367K | Sell |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $1.63M | Buy |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $222K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $233K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $239K | Buy |
|