Lido Advisors’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 | $691K | Sell |
9,969
-37
| -0.4% | -$2.56K | ﹤0.01% | 890 |
|
|
2025
Q1 | $752K | Sell |
10,006
-1,146
| -10% | -$86.1K | ﹤0.01% | 828 |
|
|
2024
Q4 | $743K | Buy |
11,152
+418
| +4% | +$27.9K | ﹤0.01% | 803 |
|
|
2024
Q3 | $758K | Sell |
10,734
-145
| -1% | -$10.2K | ﹤0.01% | 741 |
|
|
2024
Q2 | $648K | Sell |
10,879
-703
| -6% | -$41.9K | ﹤0.01% | 755 |
|
|
2024
Q1 | $699K | Buy |
11,582
+137
| +1% | +$8.27K | ﹤0.01% | 707 |
|
|
2023
Q4 | $665K | Buy |
11,445
+5,351
| +88% | +$311K | ﹤0.01% | 686 |
|
|
2023
Q3 | $324K | Buy |
6,094
+2,219
| +57% | +$118K | ﹤0.01% | 798 |
|
|
2023
Q2 | $228K | Buy |
+3,875
| New | +$228K | ﹤0.01% | 945 |
|