Grove Bank & 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 | $74.3K | Hold |
1,072
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $80.5K | Buy |
1,072
+671
| +167% | +$50.4K | 0.01% | 342 |
|
|
2024
Q4 | $26.7K | Buy |
401
+37
| +10% | +$2.47K | ﹤0.01% | 430 |
|
|
2024
Q3 | $25.7K | Buy |
364
+53
| +17% | +$3.74K | ﹤0.01% | 421 |
|
|
2024
Q2 | $18.5K | Hold |
311
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $18.8K | Hold |
311
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $18.1K | Hold |
311
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $16.5K | Hold |
311
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $18.3K | Hold |
311
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $19.1K | Hold |
311
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $20K | Buy |
+311
| New | +$20K | ﹤0.01% | 457 |
|
|
2018
Q1 | – | Sell |
-355
| Closed | -$17K | – | 222 |
|
|
2017
Q4 | $17K | Hold |
355
| – | – | 0.01% | 401 |
|
|
2017
Q3 | $16K | Sell |
355
-115
| -24% | -$5.18K | 0.01% | 417 |
|
|
2017
Q2 | $22K | Buy |
470
+355
| +309% | +$16.6K | 0.01% | 362 |
|
|
2017
Q1 | $5K | Hold |
115
| – | – | ﹤0.01% | 417 |
|
|
2016
Q4 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 453 |
|