Sowell Financial Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
4,622
-225
| -5% | -$73.7K | 0.06% | 322 |
|
|
2025
Q1 | $1.52M | Buy |
+4,847
| New | +$1.52M | 0.07% | 293 |
|
|
2023
Q2 | – | Sell |
-4,025
| Closed | -$961K | – | 603 |
|
|
2023
Q1 | $961K | Buy |
+4,025
| New | +$961K | 0.07% | 301 |
|
|
2021
Q2 | – | Sell |
-7,158
| Closed | -$1.9M | – | 929 |
|
|
2021
Q1 | $1.9M | Sell |
7,158
-1,094
| -13% | -$291K | 0.07% | 257 |
|
|
2020
Q4 | $1.87M | Sell |
8,252
-195
| -2% | -$44.3K | 0.08% | 217 |
|
|
2020
Q3 | $1.78M | Sell |
8,447
-1,306
| -13% | -$276K | 0.09% | 195 |
|
|
2020
Q2 | $1.69M | Sell |
9,753
-1,247
| -11% | -$216K | 0.09% | 194 |
|
|
2020
Q1 | $1.49M | Buy |
11,000
+8,559
| +351% | +$1.16M | 0.11% | 191 |
|
|
2019
Q4 | $437K | Sell |
2,441
-130
| -5% | -$23.3K | 0.03% | 487 |
|
|
2019
Q3 | $418K | Buy |
+2,571
| New | +$418K | 0.03% | 455 |
|
|
2019
Q1 | $385K | Sell |
2,440
-185
| -7% | -$29.2K | 0.04% | 399 |
|
|
2018
Q4 | $351K | Buy |
2,625
+337
| +15% | +$45.1K | 0.05% | 351 |
|
|
2018
Q3 | $334K | Buy |
2,288
+7
| +0.3% | +$1.02K | 0.05% | 257 |
|
|
2018
Q2 | $319K | Sell |
2,281
-114
| -5% | -$15.9K | 0.07% | 214 |
|
|
2018
Q1 | $350K | Buy |
2,395
+344
| +17% | +$50.3K | 0.09% | 196 |
|
|
2017
Q4 | $377K | Sell |
2,051
-193
| -9% | -$35.5K | 0.09% | 186 |
|
|
2017
Q3 | $388K | Sell |
2,244
-870
| -28% | -$150K | 0.1% | 165 |
|
|
2017
Q2 | $498K | Buy |
3,114
+1,671
| +116% | +$267K | 0.14% | 137 |
|
|
2017
Q1 | $224K | Buy |
1,443
+205
| +17% | +$31.8K | 0.07% | 223 |
|
|
2016
Q4 | $188K | Buy |
+1,238
| New | +$188K | 0.06% | 195 |
|