Farther Finance Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Buy |
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|
2025
Q2 | $173K | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $74.5K | Sell |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q2 | $63.3K | Sell |
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|
2024
Q1 | $68.6K | Buy |
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|
2023
Q4 | $63.1K | Buy |
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|
2023
Q3 | $57.5K | Sell |
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|
2023
Q2 | $76.3K | Buy |
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|
2023
Q1 | $79.1K | Sell |
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|
2022
Q4 | $89.6K | Buy |
|