Parkside Financial Bank & Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.5K | Sell |
805
-79
| -9% | -$5.86K | ﹤0.01% | 870 |
|
|
2025
Q4 | $61.8K | Sell |
884
-27
| -3% | -$1.96K | ﹤0.01% | 879 |
|
|
2025
Q3 | $66.7K | Buy |
911
+20
| +2% | +$1.44K | 0.01% | 821 |
|
|
2025
Q2 | $61.7K | Buy |
891
+26
| +3% | +$1.85K | 0.01% | 822 |
|
|
2025
Q1 | $65K | Sell |
865
-21
| -2% | -$1.47K | 0.01% | 739 |
|
|
2024
Q4 | $59.1K | Buy |
886
+14
| +2% | +$963 | 0.01% | 746 |
|
|
2024
Q3 | $61.6K | Hold |
872
| – | – | 0.01% | 704 |
|
|
2024
Q2 | $51.9K | Sell |
872
-3
| -0.3% | -$182 | 0.01% | 737 |
|
|
2024
Q1 | $52.8K | Buy |
875
+43
| +5% | +$2.49K | 0.01% | 721 |
|
|
2023
Q4 | $48.3K | Sell |
832
-67
| -7% | -$3.74K | 0.01% | 695 |
|
|
2023
Q3 | $47.7K | Buy |
899
+53
| +6% | +$3.07K | 0.01% | 627 |
|
|
2023
Q2 | $49.7K | Buy |
846
+28
| +3% | +$1.69K | 0.01% | 614 |
|
|
2023
Q1 | $50.2K | Buy |
818
+152
| +23% | +$9.34K | 0.01% | 592 |
|
|
2022
Q4 | $42.2K | Sell |
666
-155
| -19% | -$9.16K | 0.01% | 629 |
|
|
2022
Q3 | $48K | Buy |
821
+320
| +64% | +$21.5K | 0.02% | 534 |
|
|
2022
Q2 | $34K | Buy |
501
+132
| +36% | +$9.12K | 0.01% | 644 |
|
|
2022
Q1 | $26K | Sell |
369
-88
| -19% | -$5.71K | 0.01% | 756 |
|
|
2021
Q4 | $30K | Buy |
457
+20
| +5% | +$1.23K | 0.01% | 679 |
|
|
2021
Q3 | $26K | Buy |
437
+11
| +3% | +$686 | 0.01% | 694 |
|
|
2021
Q2 | $25K | Buy |
426
+14
| +3% | +$871 | 0.01% | 703 |
|
|
2021
Q1 | $25K | Buy |
412
+85
| +26% | +$4.88K | 0.01% | 690 |
|
|
2020
Q4 | $20K | Hold |
327
| – | – | 0.01% | 717 |
|
|
2020
Q3 | $20K | Buy |
327
+6
| +2% | +$367 | 0.01% | 639 |
|
|
2020
Q2 | $19K | Buy |
321
+83
| +35% | +$4.81K | 0.01% | 652 |
|
|
2020
Q1 | $14K | Sell |
238
-51
| -18% | -$3.26K | 0.01% | 639 |
|
|
2019
Q4 | $18K | Buy |
289
+45
| +18% | +$2.81K | 0.01% | 678 |
|
|
2019
Q3 | $16K | Hold |
244
| – | – | 0.01% | 678 |
|
|
2019
Q2 | $14K | Buy |
244
+15
| +7% | +$842 | ﹤0.01% | 721 |
|
|
2019
Q1 | $13K | Sell |
229
-50
| -18% | -$2.64K | ﹤0.01% | 717 |
|
|
2018
Q4 | $13K | Hold |
279
| – | – | ﹤0.01% | 680 |
|
|
2018
Q3 | $13K | Buy |
279
+2
| +0.7% | +$97 | ﹤0.01% | 705 |
|
|
2018
Q2 | $13K | Buy |
277
+17
| +7% | +$768 | ﹤0.01% | 692 |
|
|
2018
Q1 | $12K | Sell |
260
-69
| -21% | -$3.03K | ﹤0.01% | 684 |
|
|
2017
Q4 | $15K | Buy |
329
+48
| +17% | +$2.33K | 0.01% | 638 |
|
|
2017
Q3 | $13K | Sell |
281
-4
| -1% | -$189 | 0.01% | 660 |
|
|
2017
Q2 | $13K | Buy |
285
+166
| +139% | +$7.67K | 0.01% | 663 |
|
|
2017
Q1 | $5K | Hold |
119
| – | – | ﹤0.01% | 813 |
|
|
2016
Q4 | $5K | Buy |
119
+70
| +143% | +$2.86K | ﹤0.01% | 814 |
|
|
2016
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 950 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 916 |
|
|
2016
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 891 |
|
|
2015
Q4 | $2K | Buy |
+49
| New | +$1.75K | ﹤0.01% | 898 |
|
Other funds holding CMS
VCM
VPM
