Sovereign Financial 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 | $297K | Sell |
908
-6
| -0.7% | -$1.97K | 0.06% | 246 |
|
|
2025
Q1 | $286K | Buy |
914
+1
| +0.1% | +$313 | 0.07% | 235 |
|
|
2024
Q4 | $318K | Sell |
913
-2
| -0.2% | -$697 | 0.07% | 227 |
|
|
2024
Q3 | $296K | Hold |
915
| – | – | 0.07% | 230 |
|
|
2024
Q2 | $253K | Sell |
915
-4
| -0.4% | -$1.11K | 0.06% | 238 |
|
|
2024
Q1 | $271K | Buy |
+919
| New | +$271K | 0.07% | 227 |
|
|
2023
Q3 | – | Sell |
-976
| Closed | -$239K | – | 229 |
|
|
2023
Q2 | $239K | Hold |
976
| – | – | 0.08% | 207 |
|
|
2023
Q1 | $233K | Hold |
976
| – | – | 0.09% | 196 |
|
|
2022
Q4 | $236K | Buy |
+976
| New | +$236K | 0.09% | 193 |
|