Stonebridge 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	$4.57M	Buy	13,957 +409	+3%	+$134K	0.44%	61
2025 Q1	$4.25M	Buy	13,548 +774	+6%	+$243K	0.45%	61
2024 Q4	$4.45M	Buy	+12,774	New	+$4.45M	0.49%	53