Raymond James 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $221K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $210K | Buy |
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