Oliver Lagore Vanvalin Investment Group’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
Q2 | $281K | Buy |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $199K | Buy |
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