Oliver Lagore Vanvalin Investment 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 | $281K | Buy |
+3,745
| New | +$281K | 0.11% | 112 |
|
|
2024
Q4 | $250K | Hold |
3,745
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $265K | Hold |
3,745
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $223K | Hold |
3,745
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $226K | Sell |
3,745
-600
| -14% | -$36.2K | 0.07% | 116 |
|
|
2023
Q4 | $252K | Sell |
4,345
-450
| -9% | -$26.1K | 0.09% | 100 |
|
|
2023
Q3 | $255K | Sell |
4,795
-6
| -0.1% | -$319 | 0.1% | 108 |
|
|
2023
Q2 | $282K | Hold |
4,801
| – | – | 0.1% | 116 |
|
|
2023
Q1 | $295K | Buy |
4,801
+351
| +8% | +$21.5K | 0.13% | 72 |
|
|
2022
Q4 | $282K | Hold |
4,450
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $259K | Hold |
4,450
| – | – | 0.17% | 75 |
|
|
2022
Q2 | $300K | Buy |
4,450
+1,600
| +56% | +$108K | 0.17% | 71 |
|
|
2022
Q1 | $199K | Buy |
+2,850
| New | +$199K | 0.13% | 96 |
|