Hantz Financial Services’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 | $671K | Buy |
9,681
+600
| +7% | +$41.6K | 0.01% | 483 |
|
|
2025
Q1 | $682K | Buy |
9,081
+27
| +0.3% | +$2.03K | 0.01% | 471 |
|
|
2024
Q4 | $603K | Sell |
9,054
-3,494
| -28% | -$233K | 0.01% | 486 |
|
|
2024
Q3 | $886K | Buy |
12,548
+6
| +0% | +$424 | 0.02% | 452 |
|
|
2024
Q2 | $747K | Buy |
12,542
+6
| +0% | +$357 | 0.01% | 468 |
|
|
2024
Q1 | $756K | Sell |
12,536
-994
| -7% | -$59.9K | 0.01% | 463 |
|
|
2023
Q4 | $786K | Sell |
13,530
-43
| -0.3% | -$2.5K | 0.02% | 462 |
|
|
2023
Q3 | $721K | Buy |
13,573
+350
| +3% | +$18.6K | 0.02% | 451 |
|
|
2023
Q2 | $777K | Buy |
13,223
+4
| +0% | +$235 | 0.02% | 443 |
|
|
2023
Q1 | $811K | Buy |
13,219
+3
| +0% | +$184 | 0.02% | 426 |
|
|
2022
Q4 | $837K | Sell |
13,216
-3,304
| -20% | -$209K | 0.03% | 404 |
|
|
2022
Q3 | $962K | Buy |
16,520
+2
| +0% | +$116 | 0.03% | 358 |
|
|
2022
Q2 | $1.12M | Sell |
16,518
-1,886
| -10% | -$127K | 0.04% | 351 |
|
|
2022
Q1 | $1.29M | Sell |
18,404
-845
| -4% | -$59.1K | 0.04% | 347 |
|
|
2021
Q4 | $1.25M | Buy |
19,249
+215
| +1% | +$14K | 0.04% | 335 |
|
|
2021
Q3 | $1.14M | Sell |
19,034
-178
| -0.9% | -$10.6K | 0.04% | 332 |
|
|
2021
Q2 | $1.14M | Sell |
19,212
-20,132
| -51% | -$1.19M | 0.04% | 303 |
|
|
2021
Q1 | $2.41M | Sell |
39,344
-19,980
| -34% | -$1.22M | 0.1% | 220 |
|
|
2020
Q4 | $3.62M | Buy |
59,324
+177
| +0.3% | +$10.8K | 0.16% | 174 |
|
|
2020
Q3 | $3.63M | Sell |
59,147
-140
| -0.2% | -$8.6K | 0.19% | 160 |
|
|
2020
Q2 | $3.46M | Buy |
59,287
+7
| +0% | +$409 | 0.19% | 158 |
|
|
2020
Q1 | $3.48M | Buy |
+59,280
| New | +$3.48M | 0.24% | 134 |
|