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	+3,745	New	+$267K	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%	-$34.8K	0.07%	120
2023 Q4	$252K	Sell	4,345 -450	-9%	-$25.1K	0.09%	100
2023 Q3	$255K	Sell	4,795 -6	-0.1%	-$348	0.1%	108
2023 Q2	$282K	Hold	4,801	–	–	0.11%	118
2023 Q1	$295K	Buy	4,801 +351	+8%	+$21.6K	0.13%	74
2022 Q4	$282K	Hold	4,450	–	–	0.16%	70
2022 Q3	$259K	Hold	4,450	–	–	0.17%	75
2022 Q2	$300K	Buy	4,450 +1,600	+56%	+$110K	0.17%	71
2022 Q1	$199K	Buy	+2,850	New	+$185K	0.13%	96