Regal Investment Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $11K | Buy |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Sell |
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|
2014
Q2 | $80K | Sell |
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|
2014
Q1 | $2.02M | Buy |
|