Standard Family Office’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42
| Closed | -$14.6K | – | 31 |
|
|
2024
Q4 | $14.6K | Sell |
42
-52
| -55% | -$18.1K | 0.02% | 40 |
|
|
2024
Q3 | $30.4K | Hold |
94
| – | – | 0.04% | 44 |
|
|
2024
Q2 | $26K | Hold |
94
| – | – | 0.03% | 44 |
|
|
2024
Q1 | $27.7K | Buy |
+94
| New | +$27.7K | 0.04% | 45 |
|
|
2021
Q3 | – | Sell |
-1,475
| Closed | -$360K | – | 157 |
|
|
2021
Q2 | $360K | Hold |
1,475
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $382K | Hold |
1,475
| – | – | 0.09% | 81 |
|
|
2020
Q4 | $335K | Buy |
+1,475
| New | +$335K | 0.08% | 90 |
|