SFC
Swisher Financial Concepts’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
721
| – | – | 0.15% | 84 |
|
|
2025
Q1 | $226K | Buy |
+721
| New | +$226K | 0.19% | 72 |
|
|
2024
Q4 | – | Sell |
-783
| Closed | -$255K | – | 68 |
|
|
2024
Q3 | $255K | Buy |
783
+1
| +0.1% | +$326 | 0.16% | 75 |
|
|
2024
Q2 | $209K | Hold |
782
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $235K | Sell |
782
-139
| -15% | -$41.8K | 0.2% | 74 |
|
|
2023
Q4 | $215K | Buy |
+921
| New | +$215K | 0.21% | 75 |
|