Farther Finance Advisors’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 | $173K | Sell |
2,502
-795
| -24% | -$55.1K | ﹤0.01% | 1459 |
|
|
2025
Q1 | $248K | Buy |
3,297
+2,180
| +195% | +$164K | 0.01% | 1139 |
|
|
2024
Q4 | $74.5K | Sell |
1,117
-307
| -22% | -$20.5K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $101K | Buy |
1,424
+348
| +32% | +$24.6K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $63.3K | Sell |
1,076
-68
| -6% | -$4K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $68.6K | Buy |
1,144
+57
| +5% | +$3.42K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $63.1K | Buy |
1,087
+5
| +0.5% | +$290 | ﹤0.01% | 959 |
|
|
2023
Q3 | $57.5K | Sell |
1,082
-217
| -17% | -$11.5K | 0.01% | 729 |
|
|
2023
Q2 | $76.3K | Buy |
1,299
+10
| +0.8% | +$587 | 0.02% | 547 |
|
|
2023
Q1 | $79.1K | Sell |
1,289
-126
| -9% | -$7.73K | 0.02% | 473 |
|
|
2022
Q4 | $89.6K | Buy |
+1,415
| New | +$89.6K | 0.03% | 349 |
|