Security National Bank of Sioux City Iowa’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
6,404
-10
| -0.2% | -$3.28K | 1.47% | 24 |
|
|
2025
Q1 | $2.01M | Sell |
6,414
-233
| -4% | -$73K | 1.46% | 25 |
|
|
2024
Q4 | $2.32M | Sell |
6,647
-46
| -0.7% | -$16K | 1.62% | 18 |
|
|
2024
Q3 | $2.17M | Buy |
6,693
+103
| +2% | +$33.4K | 1.32% | 25 |
|
|
2024
Q2 | $1.82M | Sell |
6,590
-48
| -0.7% | -$13.3K | 1.32% | 30 |
|
|
2024
Q1 | $1.96M | Sell |
6,638
-153
| -2% | -$45.1K | 1.38% | 27 |
|
|
2023
Q4 | $1.63M | Sell |
6,791
-71
| -1% | -$17K | 1.23% | 33 |
|
|
2023
Q3 | $1.57M | Sell |
6,862
-155
| -2% | -$35.4K | 1.22% | 35 |
|
|
2023
Q2 | $1.72M | Buy |
+7,017
| New | +$1.72M | 1.3% | 35 |
|
|
2022
Q4 | $1.75M | Sell |
7,221
-60
| -0.8% | -$14.5K | 1.34% | 30 |
|
|
2022
Q3 | $1.48M | Sell |
7,281
-5
| -0.1% | -$1.02K | 1.32% | 32 |
|
|
2022
Q2 | $1.41M | Sell |
7,286
-10
| -0.1% | -$1.94K | 1.2% | 34 |
|
|
2022
Q1 | $1.5M | Sell |
7,296
-396
| -5% | -$81.3K | 1.11% | 37 |
|
|
2021
Q4 | $1.68M | Buy |
7,692
+80
| +1% | +$17.5K | 1.15% | 36 |
|
|
2021
Q3 | $1.71M | Buy |
7,612
+194
| +3% | +$43.6K | 1.32% | 34 |
|
|
2021
Q2 | $1.81M | Buy |
7,418
+580
| +8% | +$141K | 1.42% | 27 |
|
|
2021
Q1 | $1.77M | Sell |
6,838
-222
| -3% | -$57.5K | 1.43% | 26 |
|
|
2020
Q4 | $1.6M | Sell |
7,060
-125
| -2% | -$28.4K | 1.37% | 27 |
|
|
2020
Q3 | $1.52M | Sell |
7,185
-65
| -0.9% | -$13.7K | 1.42% | 22 |
|
|
2020
Q2 | $1.26M | Buy |
7,250
+10
| +0.1% | +$1.73K | 1.35% | 29 |
|
|
2020
Q1 | $980K | Buy |
7,240
+840
| +13% | +$114K | 1.27% | 37 |
|
|
2019
Q4 | $1.15M | Buy |
6,400
+1,640
| +34% | +$294K | 1.12% | 35 |
|
|
2019
Q3 | $774K | Buy |
4,760
+185
| +4% | +$30.1K | 0.89% | 41 |
|
|
2019
Q2 | $784K | Sell |
4,575
-236
| -5% | -$40.4K | 0.92% | 41 |
|
|
2019
Q1 | $759K | Sell |
4,811
-2,095
| -30% | -$331K | 0.88% | 43 |
|
|
2018
Q4 | $923K | Buy |
6,906
+565
| +9% | +$75.5K | 0.96% | 42 |
|
|
2018
Q3 | $926K | Buy |
6,341
+500
| +9% | +$73K | 0.82% | 53 |
|
|
2018
Q2 | $776K | Buy |
5,841
+58
| +1% | +$7.71K | 0.73% | 59 |
|
|
2018
Q1 | $937K | Buy |
5,783
+30
| +0.5% | +$4.86K | 0.88% | 54 |
|
|
2017
Q4 | $1.02M | Sell |
5,753
-37
| -0.6% | -$6.53K | 0.92% | 50 |
|
|
2017
Q3 | $973K | Buy |
5,790
+151
| +3% | +$25.4K | 0.95% | 52 |
|
|
2017
Q2 | $915K | Buy |
5,639
+95
| +2% | +$15.4K | 0.9% | 56 |
|
|
2017
Q1 | $838K | Sell |
5,544
-2,580
| -32% | -$390K | 0.83% | 59 |
|
|
2016
Q4 | $1.11M | Buy |
8,124
+416
| +5% | +$56.8K | 1.15% | 41 |
|
|
2016
Q3 | $987K | Buy |
7,708
+151
| +2% | +$19.3K | 1.1% | 42 |
|
|
2016
Q2 | $849K | Buy |
7,557
+800
| +12% | +$89.9K | 0.96% | 49 |
|
|
2016
Q1 | $743K | Sell |
6,757
-1,995
| -23% | -$219K | 0.87% | 55 |
|
|
2015
Q4 | $771K | Sell |
8,752
-330
| -4% | -$29.1K | 0.76% | 60 |
|
|
2015
Q3 | $986K | Buy |
+9,082
| New | +$986K | 1.16% | 45 |
|