GFPC
Global Financial Private Client’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-610
| Closed | -$45.8K | – | 490 |
|
|
2025
Q1 | $45.8K | Buy |
610
+16
| +3% | +$1.2K | 0.02% | 336 |
|
|
2024
Q4 | $39.6K | Buy |
594
+7
| +1% | +$467 | 0.01% | 345 |
|
|
2024
Q3 | $41.5K | Buy |
587
+30
| +5% | +$2.12K | 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 | +$35K | 0.03% | 280 |
|