Prospera Financial Services’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 | $556K | Sell |
8,025
-4,235
| -35% | -$293K | 0.01% | 868 |
|
|
2025
Q1 | $921K | Sell |
12,260
-212
| -2% | -$15.9K | 0.02% | 587 |
|
|
2024
Q4 | $831K | Buy |
12,472
+142
| +1% | +$9.46K | 0.02% | 595 |
|
|
2024
Q3 | $871K | Sell |
12,330
-1,843
| -13% | -$130K | 0.02% | 537 |
|
|
2024
Q2 | $844K | Buy |
14,173
+3,371
| +31% | +$201K | 0.02% | 549 |
|
|
2024
Q1 | $652K | Sell |
10,802
-3,687
| -25% | -$222K | 0.02% | 617 |
|
|
2023
Q4 | $841K | Sell |
14,489
-2,124
| -13% | -$123K | 0.03% | 513 |
|
|
2023
Q3 | $882K | Buy |
16,613
+4,373
| +36% | +$232K | 0.03% | 448 |
|
|
2023
Q2 | $719K | Buy |
12,240
+457
| +4% | +$26.8K | 0.03% | 507 |
|
|
2023
Q1 | $723K | Buy |
11,783
+196
| +2% | +$12K | 0.03% | 512 |
|
|
2022
Q4 | $734K | Buy |
11,587
+34
| +0.3% | +$2.15K | 0.04% | 436 |
|
|
2022
Q3 | $673K | Buy |
11,553
+1,606
| +16% | +$93.6K | 0.04% | 458 |
|
|
2022
Q2 | $671K | Sell |
9,947
-1,254
| -11% | -$84.6K | 0.03% | 450 |
|
|
2022
Q1 | $783K | Buy |
11,201
+2,218
| +25% | +$155K | 0.03% | 482 |
|
|
2021
Q4 | $585K | Sell |
8,983
-738
| -8% | -$48.1K | 0.03% | 527 |
|
|
2021
Q3 | $581K | Buy |
9,721
+86
| +0.9% | +$5.14K | 0.03% | 491 |
|
|
2021
Q2 | $569K | Sell |
9,635
-250
| -3% | -$14.8K | 0.03% | 498 |
|
|
2021
Q1 | $605K | Sell |
9,885
-800
| -7% | -$49K | 0.04% | 444 |
|
|
2020
Q4 | $652K | Buy |
10,685
+9,185
| +612% | +$560K | 0.04% | 369 |
|
|
2020
Q3 | $92K | Sell |
1,500
-7,972
| -84% | -$489K | 0.04% | 428 |
|
|
2020
Q2 | $553K | Sell |
9,472
-479
| -5% | -$28K | 0.05% | 332 |
|
|
2020
Q1 | $585K | Buy |
9,951
+108
| +1% | +$6.35K | 0.06% | 280 |
|
|
2019
Q4 | $619K | Buy |
9,843
+3,029
| +44% | +$190K | 0.05% | 338 |
|
|
2019
Q3 | $436K | Buy |
6,814
+200
| +3% | +$12.8K | 0.04% | 344 |
|
|
2019
Q2 | $387K | Hold |
6,614
| – | – | 0.04% | 341 |
|
|
2019
Q1 | $359K | Buy |
+6,614
| New | +$359K | 0.12% | 221 |
|