IFP 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
Q2 | – | Sell |
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|
2025
Q1 | $64.4K | Sell |
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|
2024
Q4 | $72.8K | Sell |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $169K | Buy |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $125K | Buy |
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|
2019
Q1 | $38K | Sell |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $160K | Sell |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $659K | Buy |
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|
2017
Q2 | $654K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $615K | Sell |
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|
2016
Q3 | $926K | Buy |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $38K | Sell |
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|
2015
Q4 | $770K | Buy |
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