RFS
Richardson Financial Services’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Buy |
660
+105
| +19% | +$7.36K | 0.03% | 261 |
|
|
2025
Q1 | $41.7K | Buy |
555
+100
| +22% | +$7.51K | 0.03% | 254 |
|
|
2024
Q4 | $30.3K | Buy |
455
+235
| +107% | +$15.7K | 0.02% | 301 |
|
|
2024
Q3 | $13.1K | Hold |
220
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $13.1K | Hold |
220
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $13.3K | Hold |
220
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $12.8K | Buy |
+220
| New | +$12.8K | 0.01% | 294 |
|