Prosperity Financial 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 | $205K | Sell |
2,957
-159
| -5% | -$11K | 0.09% | 155 |
|
|
2025
Q1 | $234K | Buy |
3,116
+102
| +3% | +$7.66K | 0.12% | 134 |
|
|
2024
Q4 | $201K | Sell |
3,014
-107
| -3% | -$7.13K | 0.1% | 155 |
|
|
2024
Q3 | $220K | Buy |
+3,121
| New | +$220K | 0.12% | 136 |
|
|
2024
Q2 | – | Sell |
-3,519
| Closed | -$212K | – | 143 |
|
|
2024
Q1 | $212K | Sell |
3,519
-250
| -7% | -$15.1K | 0.13% | 131 |
|
|
2023
Q4 | $219K | Sell |
3,769
-136
| -3% | -$7.9K | 0.15% | 115 |
|
|
2023
Q3 | $207K | Sell |
3,905
-200
| -5% | -$10.6K | 0.17% | 102 |
|
|
2023
Q2 | $241K | Hold |
4,105
| – | – | 0.21% | 102 |
|
|
2023
Q1 | $252K | Sell |
4,105
-100
| -2% | -$6.14K | 0.25% | 80 |
|
|
2022
Q4 | $266K | Buy |
+4,205
| New | +$266K | 0.29% | 69 |
|