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SFMG Wealth Advisors’s Cummins CMI Stock Holding History

SFMG Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$406K Sell
1,240
-75
-6% -$24.6K 0.03% 177
2025
Q1 		$412K Buy
1,315
+377
+40% +$118K 0.03% 166
2024
Q4 		$327K Buy
+938
New +$327K 0.03% 190