Soltis Investment 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
$323K Buy
986
+119
+14% +$39K 0.03% 314
2025
Q1
$272K Buy
867
+201
+30% +$63K 0.02% 316
2024
Q4
$232K Buy
666
+46
+7% +$16K 0.02% 331
2024
Q3
$201K Buy
+620
New +$201K 0.02% 349