Global Financial Private Client’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 Q2	–	Sell	-610	Closed	-$45.8K	–	490
2025 Q1	$45.8K	Buy	610 +16	+3%	+$1.12K	0.02%	336
2024 Q4	$39.6K	Buy	594 +7	+1%	+$482	0.01%	345
2024 Q3	$41.5K	Buy	587 +30	+5%	+$1.97K	0.02%	336
2024 Q2	$33.2K	Hold	557	–	–	0.01%	340
2024 Q1	$33.4K	Hold	557	–	–	0.01%	342
2023 Q4	$32.3K	Hold	557	–	–	0.02%	337
2023 Q3	$28.2K	Hold	557	–	–	0.01%	338
2023 Q2	$33.3K	Hold	557	–	–	0.02%	326
2023 Q1	$34K	Hold	557	–	–	0.02%	323
2022 Q4	$35.3K	Hold	557	–	–	0.02%	305
2022 Q3	$33.3K	Hold	557	–	–	0.02%	304
2022 Q2	$38.5K	Hold	557	–	–	0.02%	282
2022 Q1	$39.6K	Hold	557	–	–	0.02%	287
2021 Q4	$36.2K	Hold	557	–	–	0.02%	294
2021 Q3	$33.3K	Hold	557	–	–	0.02%	274
2021 Q2	$33.5K	Hold	557	–	–	0.02%	279
2021 Q1	$34K	Hold	557	–	–	0.02%	240
2020 Q4	$34K	Hold	557	–	–	0.03%	225
2020 Q3	$34.4K	Hold	557	–	–	0.03%	214
2020 Q2	$33.4K	Hold	557	–	–	0.03%	251
2020 Q1	$31K	Hold	557	–	–	0.03%	264
2019 Q4	$35K	Buy	+557	New	+$34.7K	0.03%	280