Jefferies Financial Group’s CMS Energy CMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-38,099
Closed -$2.69M 1283
2024
Q3
$2.69M Buy
38,099
+31,417
+470% +$2.22M 0.02% 342
2024
Q2
$398K Sell
6,682
-34,209
-84% -$2.04M ﹤0.01% 795
2024
Q1
$2.47M Sell
40,891
-66,426
-62% -$4.01M 0.02% 355
2023
Q4
$6.23M Sell
107,317
-6,015
-5% -$349K 0.04% 198
2023
Q3
$6.02M Buy
113,332
+96,423
+570% +$5.12M 0.05% 148
2023
Q2
$993K Buy
+16,909
New +$993K 0.01% 582