Larson Financial Group’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 | $118K | Buy |
1,701
+907
| +114% | +$62.8K | ﹤0.01% | 797 |
|
|
2025
Q1 | $59.6K | Buy |
794
+74
| +10% | +$5.56K | ﹤0.01% | 955 |
|
|
2024
Q4 | $48K | Buy |
720
+696
| +2,900% | +$46.4K | ﹤0.01% | 911 |
|
|
2024
Q3 | $1.72K | Buy |
24
+6
| +33% | +$430 | ﹤0.01% | 1870 |
|
|
2024
Q2 | $1.09K | Buy |
18
+4
| +29% | +$241 | ﹤0.01% | 1686 |
|
|
2024
Q1 | $852 | Hold |
14
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q4 | $813 | Hold |
14
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q3 | $744 | Hold |
14
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q2 | $823 | Hold |
14
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q1 | $859 | Hold |
14
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q4 | $887 | Hold |
14
| – | – | ﹤0.01% | 1309 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1091 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | – | – | 833 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 685 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 549 |
|
|
2019
Q4 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 495 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 550 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 503 |
|