Sonora Investment Management 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 | $556K | Buy |
1,697
+5
| +0.3% | +$1.64K | 0.04% | 161 |
|
2025
Q1 | $530K | Hold |
1,692
| – | – | 0.04% | 163 |
|
2024
Q4 | $590K | Hold |
1,692
| – | – | 0.05% | 155 |
|
2024
Q3 | $548K | Buy |
1,692
+3
| +0.2% | +$971 | 0.04% | 165 |
|
2024
Q2 | $498K | Hold |
1,689
| – | – | 0.04% | 174 |
|
2024
Q1 | $498K | Hold |
1,689
| – | – | 0.04% | 174 |
|
2023
Q4 | $405K | Sell |
1,689
-229
| -12% | -$54.9K | 0.03% | 179 |
|
2023
Q3 | $438K | Buy |
1,918
+87
| +5% | +$19.9K | 0.04% | 169 |
|
2023
Q2 | $449K | Buy |
1,831
+57
| +3% | +$14K | 0.04% | 166 |
|
2023
Q1 | $424K | Hold |
1,774
| – | – | 0.04% | 173 |
|
2022
Q4 | $430K | Hold |
1,774
| – | – | 0.04% | 170 |
|
2022
Q3 | $343K | Hold |
1,774
| – | – | 0.04% | 143 |
|
2022
Q2 | $343K | Sell |
1,774
-50
| -3% | -$9.67K | 0.03% | 176 |
|
2022
Q1 | $374K | Sell |
1,824
-65
| -3% | -$13.3K | 0.04% | 153 |
|
2021
Q4 | $412K | Buy |
+1,889
| New | +$412K | 0.05% | 146 |
|