Key Financial Inc’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
Q3
$3.33K Hold
2025
Q2
$3.19K Hold
2025
Q1
$3.46K Hold
2024
Q4
$3.07K Buy
2024
Q3
$494 Hold
2024
Q2
$417 Hold
2024
Q1
$422 Hold
2023
Q4
$406 Hold
2023
Q3
$372 Hold
2023
Q2
$411 Hold
2023
Q1
$430 Hold
2022
Q4
$408 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Hold
2021
Q4
$0 Hold
2021
Q3
$0 Buy