Lindbrook Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.6K | Sell |
408
-712
| -64% | -$53.5K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $74.6K | Buy |
1,120
+91
| +9% | +$6.07K | 0.01% | 652 |
|
|
2024
Q3 | $72.7K | Sell |
1,029
-79
| -7% | -$5.58K | 0.01% | 669 |
|
|
2024
Q2 | $66K | Buy |
1,108
+65
| +6% | +$3.87K | 0.01% | 687 |
|
|
2024
Q1 | $62.9K | Sell |
1,043
-29
| -3% | -$1.75K | 0.01% | 692 |
|
|
2023
Q4 | $62.3K | Sell |
1,072
-390
| -27% | -$22.6K | 0.01% | 684 |
|
|
2023
Q3 | $77.6K | Sell |
1,462
-99
| -6% | -$5.26K | 0.01% | 534 |
|
|
2023
Q2 | $91.7K | Buy |
1,561
+66
| +4% | +$3.88K | 0.01% | 509 |
|
|
2023
Q1 | $91.8K | Buy |
1,495
+700
| +88% | +$43K | 0.01% | 499 |
|
|
2022
Q4 | $50.3K | Buy |
795
+34
| +4% | +$2.15K | 0.01% | 693 |
|
|
2022
Q3 | $44K | Buy |
761
+15
| +2% | +$867 | 0.01% | 685 |
|
|
2022
Q2 | $50K | Hold |
746
| – | – | 0.01% | 656 |
|
|
2022
Q1 | $52K | Buy |
746
+9
| +1% | +$627 | 0.01% | 659 |
|
|
2021
Q4 | $48K | Sell |
737
-18
| -2% | -$1.17K | 0.01% | 730 |
|
|
2021
Q3 | $45K | Buy |
755
+9
| +1% | +$536 | 0.01% | 463 |
|
|
2021
Q2 | $44K | Hold |
746
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $46K | Buy |
746
+124
| +20% | +$7.65K | 0.01% | 476 |
|
|
2020
Q4 | $38K | Buy |
622
+10
| +2% | +$611 | 0.01% | 482 |
|
|
2020
Q3 | $38K | Sell |
612
-160
| -21% | -$9.94K | 0.01% | 422 |
|
|
2020
Q2 | $45K | Sell |
772
-266
| -26% | -$15.5K | 0.01% | 378 |
|
|
2020
Q1 | $61K | Sell |
1,038
-387
| -27% | -$22.7K | 0.02% | 275 |
|
|
2019
Q4 | $90K | Buy |
1,425
+53
| +4% | +$3.35K | 0.03% | 267 |
|
|
2019
Q3 | $88K | Hold |
1,372
| – | – | 0.03% | 259 |
|
|
2019
Q2 | $79K | Sell |
1,372
-37
| -3% | -$2.13K | 0.03% | 281 |
|
|
2019
Q1 | $78K | Buy |
1,409
+150
| +12% | +$8.3K | 0.03% | 273 |
|
|
2018
Q4 | $62K | Buy |
+1,259
| New | +$62K | 0.03% | 281 |
|