Key Financial Inc’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 | $3.19K | Hold |
46
| – | – | ﹤0.01% | 1111 |
|
|
2025
Q1 | $3.46K | Hold |
46
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q4 | $3.07K | Buy |
46
+39
| +557% | +$2.6K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $494 | Hold |
7
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q2 | $417 | Hold |
7
| – | – | ﹤0.01% | 1261 |
|
|
2024
Q1 | $422 | Hold |
7
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q4 | $406 | Hold |
7
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q3 | $372 | Hold |
7
| – | – | ﹤0.01% | 1273 |
|
|
2023
Q2 | $411 | Hold |
7
| – | – | ﹤0.01% | 1311 |
|
|
2023
Q1 | $430 | Hold |
7
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q4 | $408 | Hold |
7
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1099 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 956 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 914 |
|