Symphony Financial’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
10,765
+8,684
| +417% | +$1.72M | 0.28% | 74 |
|
|
2025
Q1 | $599K | Sell |
2,081
-3,373
| -62% | -$970K | 0.35% | 50 |
|
|
2024
Q4 | $1.99M | Buy |
5,454
+385
| +8% | +$140K | 0.31% | 69 |
|
|
2024
Q3 | $1.65M | Buy |
5,069
+778
| +18% | +$254K | 0.27% | 80 |
|
|
2024
Q2 | $1.16M | Buy |
+4,291
| New | +$1.16M | 0.21% | 84 |
|
|
2024
Q1 | – | Sell |
-3,742
| Closed | -$887K | – | 198 |
|
|
2023
Q4 | $887K | Buy |
+3,742
| New | +$887K | 0.19% | 91 |
|
|
2023
Q2 | – | Sell |
-2,375
| Closed | -$556K | – | 194 |
|
|
2023
Q1 | $556K | Buy |
2,375
+12
| +0.5% | +$2.81K | 0.14% | 123 |
|
|
2022
Q4 | $568K | Buy |
+2,363
| New | +$568K | 0.15% | 122 |
|
|
2022
Q1 | – | Sell |
-4,511
| Closed | -$991K | – | 199 |
|
|
2021
Q4 | $991K | Sell |
4,511
-3,208
| -42% | -$705K | 0.28% | 70 |
|
|
2021
Q3 | $1.78M | Buy |
7,719
+1,436
| +23% | +$331K | 0.62% | 36 |
|
|
2021
Q2 | $1.52M | Buy |
6,283
+830
| +15% | +$201K | 0.52% | 42 |
|
|
2021
Q1 | $1.42M | Buy |
+5,453
| New | +$1.42M | 0.38% | 49 |
|