Sequoia Financial Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $782K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $265K | Buy |
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