Seven Springs Wealth Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
1,351
| – | – | 0.11% | 53 |
|
|
2025
Q1 | $423K | Hold |
1,351
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $471K | Hold |
1,351
| – | – | 0.18% | 47 |
|
|
2024
Q3 | $437K | Hold |
1,351
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $374K | Sell |
1,351
-2
| -0.1% | -$554 | 0.15% | 49 |
|
|
2024
Q1 | $399K | Buy |
1,353
+2
| +0.1% | +$589 | 0.15% | 48 |
|
|
2023
Q4 | $324K | Hold |
1,351
| – | – | 0.15% | 46 |
|
|
2023
Q3 | $309K | Hold |
1,351
| – | – | 0.15% | 46 |
|
|
2023
Q2 | $331K | Hold |
1,351
| – | – | 0.16% | 46 |
|
|
2023
Q1 | $323K | Hold |
1,351
| – | – | 0.16% | 46 |
|
|
2022
Q4 | $327K | Sell |
1,351
-282
| -17% | -$68.3K | 0.16% | 45 |
|
|
2022
Q3 | $332K | Buy |
1,633
+54
| +3% | +$11K | 0.18% | 44 |
|
|
2022
Q2 | $306K | Hold |
1,579
| – | – | 0.15% | 54 |
|
|
2022
Q1 | $324K | Hold |
1,579
| – | – | 0.15% | 55 |
|
|
2021
Q4 | $344K | Hold |
1,579
| – | – | 0.16% | 52 |
|
|
2021
Q3 | $355K | Hold |
1,579
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $385K | Sell |
1,579
-134
| -8% | -$32.7K | 0.17% | 51 |
|
|
2021
Q1 | $444K | Hold |
1,713
| – | – | 0.21% | 39 |
|
|
2020
Q4 | $389K | Sell |
1,713
-120
| -7% | -$27.3K | 0.2% | 39 |
|
|
2020
Q3 | $387K | Sell |
1,833
-167
| -8% | -$35.3K | 0.24% | 39 |
|
|
2020
Q2 | $347K | Hold |
2,000
| – | – | 0.22% | 33 |
|
|
2020
Q1 | $271K | Hold |
2,000
| – | – | 0.19% | 37 |
|
|
2019
Q4 | $358K | Buy |
+2,000
| New | +$358K | 0.24% | 38 |
|