SIA
SGL Investment Advisors’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.79M | Buy |
14,485
+39
| +0.3% | +$12.9K | 2.28% | 16 |
|
2025
Q1 | $4.43M | Sell |
14,446
-99
| -0.7% | -$30.3K | 2.29% | 14 |
|
2024
Q4 | $5.3M | Sell |
14,545
-4,200
| -22% | -$1.53M | 2.67% | 10 |
|
2024
Q3 | $6.82M | Buy |
+18,745
| New | +$6.82M | 3.5% | 4 |
|