Colonial Trust’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 | $142K | Buy |
2,046
+16
| +0.8% | +$1.11K | 0.02% | 372 |
|
|
2025
Q1 | $152K | Buy |
2,030
+24
| +1% | +$1.8K | 0.02% | 343 |
|
|
2024
Q4 | $134K | Buy |
2,006
+5
| +0.2% | +$333 | 0.02% | 402 |
|
|
2024
Q3 | $141K | Buy |
2,001
+48
| +2% | +$3.39K | 0.02% | 385 |
|
|
2024
Q2 | $116K | Buy |
1,953
+22
| +1% | +$1.31K | 0.02% | 379 |
|
|
2024
Q1 | $117K | Hold |
1,931
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $112K | Hold |
1,931
| – | – | 0.02% | 363 |
|
|
2023
Q3 | $103K | Buy |
1,931
+37
| +2% | +$1.97K | 0.03% | 338 |
|
|
2023
Q2 | $111K | Buy |
1,894
+2
| +0.1% | +$118 | 0.03% | 323 |
|
|
2023
Q1 | $116K | Hold |
1,892
| – | – | 0.03% | 312 |
|
|
2022
Q4 | $120K | Buy |
+1,892
| New | +$120K | 0.03% | 282 |
|