Jones Financial Companies’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 | $256K | Buy |
3,708
+925
| +33% | +$63.8K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $206K | Buy |
2,783
+1,379
| +98% | +$102K | ﹤0.01% | 1482 |
|
|
2024
Q4 | $93.6K | Buy |
1,404
+792
| +129% | +$52.8K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $43.1K | Buy |
612
+257
| +72% | +$18.1K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $21.1K | Buy |
+355
| New | +$21.1K | ﹤0.01% | 1523 |
|