Avantax Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
28,857
+3,119
| +12% | +$216K | 0.01% | 800 |
|
|
2025
Q1 | $1.93M | Buy |
25,738
+6,744
| +36% | +$507K | 0.01% | 756 |
|
|
2024
Q4 | $1.27M | Sell |
18,994
-7,300
| -28% | -$487K | 0.01% | 937 |
|
|
2024
Q3 | $1.86M | Buy |
26,294
+882
| +3% | +$62.3K | 0.01% | 736 |
|
|
2024
Q2 | $1.51M | Buy |
25,412
+9,849
| +63% | +$586K | 0.01% | 777 |
|
|
2024
Q1 | $939K | Sell |
15,563
-339
| -2% | -$20.5K | 0.01% | 777 |
|
|
2023
Q4 | $923K | Sell |
15,902
-4,433
| -22% | -$257K | 0.01% | 741 |
|
|
2023
Q3 | $1.08M | Buy |
20,335
+1,175
| +6% | +$62.4K | 0.01% | 659 |
|
|
2023
Q2 | $1.13M | Sell |
19,160
-268
| -1% | -$15.7K | 0.01% | 639 |
|
|
2023
Q1 | $1.19M | Buy |
19,428
+1,299
| +7% | +$79.7K | 0.01% | 601 |
|
|
2022
Q4 | $1.15M | Sell |
18,129
-446
| -2% | -$28.2K | 0.02% | 592 |
|
|
2022
Q3 | $1.08M | Buy |
18,575
+2,008
| +12% | +$117K | 0.02% | 540 |
|
|
2022
Q2 | $1.12M | Buy |
16,567
+1,421
| +9% | +$95.9K | 0.02% | 516 |
|
|
2022
Q1 | $1.06M | Buy |
15,146
+92
| +0.6% | +$6.44K | 0.01% | 528 |
|
|
2021
Q4 | $979K | Buy |
15,054
+51
| +0.3% | +$3.32K | 0.01% | 538 |
|
|
2021
Q3 | $896K | Sell |
15,003
-5
| -0% | -$299 | 0.01% | 522 |
|
|
2021
Q2 | $887K | Buy |
15,008
+36
| +0.2% | +$2.13K | 0.02% | 509 |
|
|
2021
Q1 | $917K | Sell |
14,972
-741
| -5% | -$45.4K | 0.02% | 451 |
|
|
2020
Q4 | $960K | Sell |
15,713
-4,938
| -24% | -$302K | 0.02% | 397 |
|
|
2020
Q3 | $1.27M | Buy |
20,651
+8,876
| +75% | +$545K | 0.02% | 474 |
|
|
2020
Q2 | $689K | Buy |
11,775
+10
| +0.1% | +$585 | 0.02% | 414 |
|
|
2020
Q1 | $692K | Buy |
+11,765
| New | +$692K | 0.02% | 363 |
|