Sandy Spring Bank’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.1K | Hold |
254
| – | – | ﹤0.01% | 744 |
|
|
2024
Q4 | $16.9K | Hold |
254
| – | – | ﹤0.01% | 778 |
|
|
2024
Q3 | $17.9K | Buy |
254
+200
| +370% | +$14.1K | ﹤0.01% | 765 |
|
|
2024
Q2 | $3.22K | Buy |
54
+29
| +116% | +$1.73K | ﹤0.01% | 1038 |
|
|
2024
Q1 | $1.51K | Buy |
+25
| New | +$1.51K | ﹤0.01% | 1074 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$3.19K | – | 1187 |
|
|
2023
Q3 | $3.19K | Buy |
60
+42
| +233% | +$2.23K | ﹤0.01% | 980 |
|
|
2023
Q2 | $1.06K | Buy |
+18
| New | +$1.06K | ﹤0.01% | 1118 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$5K | – | 1135 |
|
|
2022
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $4K | Sell |
65
-500
| -88% | -$30.8K | ﹤0.01% | 1047 |
|
|
2021
Q3 | $34K | Hold |
565
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $34K | Buy |
565
+10
| +2% | +$602 | ﹤0.01% | 657 |
|
|
2021
Q1 | $34K | Sell |
555
-100
| -15% | -$6.13K | ﹤0.01% | 582 |
|
|
2020
Q4 | $40K | Buy |
+655
| New | +$40K | ﹤0.01% | 526 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1K | – | 904 |
|
|
2020
Q1 | $1K | Sell |
21
-70
| -77% | -$3.33K | ﹤0.01% | 854 |
|
|
2019
Q4 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 758 |
|