Sound Income Strategies’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.4K | Buy |
157
+70
| +80% | +$22.9K | ﹤0.01% | 513 |
|
2025
Q1 | $27.4K | Hold |
87
| – | – | ﹤0.01% | 652 |
|
2024
Q4 | $30.4K | Hold |
87
| – | – | ﹤0.01% | 590 |
|
2024
Q3 | $28.2K | Hold |
87
| – | – | ﹤0.01% | 567 |
|
2024
Q2 | $24.1K | Sell |
87
-15
| -15% | -$4.16K | ﹤0.01% | 586 |
|
2024
Q1 | $30.2K | Buy |
102
+23
| +29% | +$6.8K | ﹤0.01% | 521 |
|
2023
Q4 | $19K | Buy |
79
+15
| +23% | +$3.61K | ﹤0.01% | 599 |
|
2023
Q3 | $14.6K | Hold |
64
| – | – | ﹤0.01% | 501 |
|
2023
Q2 | $15.7K | Hold |
64
| – | – | ﹤0.01% | 478 |
|
2023
Q1 | $15.3K | Hold |
64
| – | – | ﹤0.01% | 463 |
|
2022
Q4 | $15.5K | Buy |
64
+5
| +8% | +$1.21K | ﹤0.01% | 434 |
|
2022
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 426 |
|
2022
Q2 | $11K | Hold |
59
| – | – | ﹤0.01% | 448 |
|
2022
Q1 | $12K | Hold |
59
| – | – | ﹤0.01% | 435 |
|
2021
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 432 |
|
2021
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 414 |
|
2021
Q2 | $14K | Hold |
59
| – | – | ﹤0.01% | 411 |
|
2021
Q1 | $15.3K | Hold |
59
| – | – | ﹤0.01% | 401 |
|
2020
Q4 | $13K | Hold |
59
| – | – | ﹤0.01% | 400 |
|
2020
Q3 | $12K | Buy |
59
+26
| +79% | +$5.29K | ﹤0.01% | 379 |
|
2020
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 472 |
|
2020
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 476 |
|
2019
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 420 |
|
2019
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 414 |
|
2019
Q2 | $6K | Hold |
33
| – | – | ﹤0.01% | 411 |
|
2019
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 426 |
|
2018
Q4 | $4K | Sell |
33
-30
| -48% | -$3.64K | ﹤0.01% | 453 |
|
2018
Q3 | $9K | Sell |
63
-2
| -3% | -$286 | ﹤0.01% | 361 |
|
2018
Q2 | $9K | Buy |
65
+32
| +97% | +$4.43K | 0.01% | 329 |
|
2018
Q1 | $5K | Buy |
33
+25
| +313% | +$3.79K | ﹤0.01% | 379 |
|
2017
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 441 |
|