BF
BOK Financial’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
152,325
-1,730
| -1% | -$120K | 0.17% | 118 |
|
|
2025
Q1 | $11.6M | Buy |
154,055
+75,679
| +97% | +$5.68M | 0.2% | 98 |
|
|
2024
Q4 | $5.1M | Sell |
78,376
-42,453
| -35% | -$2.76M | 0.09% | 197 |
|
|
2024
Q3 | $8.6M | Buy |
120,829
+120,807
| +549,123% | +$8.59M | 0.15% | 137 |
|
|
2024
Q2 | $1.31K | Buy |
+22
| New | +$1.31K | ﹤0.01% | 1066 |
|
|
2021
Q1 | $460K | Sell |
7,511
-5,170
| -41% | -$317K | 0.01% | 707 |
|
|
2020
Q4 | $774K | Buy |
12,681
+4,488
| +55% | +$274K | 0.01% | 579 |
|
|
2020
Q3 | $503K | Buy |
+8,193
| New | +$503K | 0.01% | 623 |
|
|
2018
Q3 | – | Sell |
-6,903
| Closed | -$326K | – | 927 |
|
|
2018
Q2 | $326K | Buy |
6,903
+1,145
| +20% | +$54.1K | 0.01% | 784 |
|
|
2018
Q1 | $261K | Buy |
5,758
+547
| +10% | +$24.8K | 0.01% | 806 |
|
|
2017
Q4 | $247K | Sell |
5,211
-271
| -5% | -$12.8K | 0.01% | 819 |
|
|
2017
Q3 | $254K | Buy |
5,482
+386
| +8% | +$17.9K | 0.01% | 821 |
|
|
2017
Q2 | $236K | Sell |
5,096
-19
| -0.4% | -$880 | 0.01% | 802 |
|
|
2017
Q1 | $229K | Sell |
5,115
-388
| -7% | -$17.4K | 0.01% | 815 |
|
|
2016
Q4 | $229K | Sell |
5,503
-283
| -5% | -$11.8K | 0.01% | 803 |
|
|
2016
Q3 | $243K | Buy |
+5,786
| New | +$243K | 0.01% | 792 |
|