Sequoia Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,028
+49
| +1% | +$16K | 0.01% | 591 |
|
|
2025
Q1 | $1.25M | Sell |
3,979
-170
| -4% | -$53.3K | 0.01% | 547 |
|
|
2024
Q4 | $1.45M | Buy |
4,149
+1,153
| +38% | +$402K | 0.01% | 481 |
|
|
2024
Q3 | $970K | Buy |
2,996
+26
| +0.9% | +$8.42K | 0.01% | 553 |
|
|
2024
Q2 | $823K | Buy |
2,970
+302
| +11% | +$83.6K | 0.01% | 533 |
|
|
2024
Q1 | $786K | Sell |
2,668
-3,122
| -54% | -$920K | 0.01% | 541 |
|
|
2023
Q4 | $1.39M | Buy |
5,790
+3,866
| +201% | +$926K | 0.02% | 437 |
|
|
2023
Q3 | $440K | Sell |
1,924
-107
| -5% | -$24.4K | 0.01% | 552 |
|
|
2023
Q2 | $498K | Buy |
2,031
+960
| +90% | +$235K | 0.01% | 527 |
|
|
2023
Q1 | $256K | Buy |
1,071
+32
| +3% | +$7.64K | 0.01% | 680 |
|
|
2022
Q4 | $252K | Buy |
+1,039
| New | +$252K | 0.01% | 646 |
|
|
2022
Q3 | – | Sell |
-1,514
| Closed | -$293K | – | 544 |
|
|
2022
Q2 | $293K | Buy |
+1,514
| New | +$293K | 0.01% | 443 |
|