Stoneridge Investment Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $2.24M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $254K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.49M | Sell |
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|
2016
Q1 | $6.79M | Buy |
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|
2015
Q4 | $5.07M | Buy |
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