Stiles 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 | $1.81M | Buy |
5,519
+675
| +14% | +$221K | 0.62% | 54 |
|
|
2025
Q1 | $1.52M | Sell |
4,844
-466
| -9% | -$146K | 0.58% | 60 |
|
|
2024
Q4 | $1.85M | Buy |
5,310
+25
| +0.5% | +$8.71K | 0.67% | 50 |
|
|
2024
Q3 | $1.71M | Buy |
5,285
+193
| +4% | +$62.5K | 0.6% | 56 |
|
|
2024
Q2 | $1.41M | Buy |
5,092
+23
| +0.5% | +$6.37K | 0.54% | 60 |
|
|
2024
Q1 | $1.49M | Buy |
5,069
+514
| +11% | +$151K | 0.6% | 57 |
|
|
2023
Q4 | $1.09M | Buy |
4,555
+630
| +16% | +$151K | 0.5% | 69 |
|
|
2023
Q3 | $897K | Buy |
3,925
+1,368
| +54% | +$313K | 0.47% | 65 |
|
|
2023
Q2 | $627K | Sell |
2,557
-176
| -6% | -$43.1K | 0.31% | 91 |
|
|
2023
Q1 | $653K | Sell |
2,733
-38
| -1% | -$9.08K | 0.35% | 84 |
|
|
2022
Q4 | $671K | Sell |
2,771
-3
| -0.1% | -$727 | 0.38% | 77 |
|
|
2022
Q3 | $564K | Buy |
2,774
+358
| +15% | +$72.8K | 0.34% | 78 |
|
|
2022
Q2 | $468K | Sell |
2,416
-29
| -1% | -$5.62K | 0.28% | 97 |
|
|
2022
Q1 | $501K | Buy |
2,445
+381
| +18% | +$78.1K | 0.25% | 104 |
|
|
2021
Q4 | $450K | Buy |
+2,064
| New | +$450K | 0.22% | 108 |
|