Sequoia Financial Advisors’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 | $761K | Buy |
10,981
+566
| +5% | +$39.2K | 0.01% | 802 |
|
|
2025
Q1 | $782K | Buy |
10,415
+8
| +0.1% | +$601 | 0.01% | 700 |
|
|
2024
Q4 | $694K | Buy |
10,407
+393
| +4% | +$26.2K | 0.01% | 694 |
|
|
2024
Q3 | $707K | Buy |
10,014
+2,224
| +29% | +$157K | 0.01% | 642 |
|
|
2024
Q2 | $464K | Buy |
7,790
+111
| +1% | +$6.61K | 0.01% | 717 |
|
|
2024
Q1 | $463K | Sell |
7,679
-440
| -5% | -$26.6K | 0.01% | 711 |
|
|
2023
Q4 | $471K | Buy |
8,119
+4,119
| +103% | +$239K | 0.01% | 754 |
|
|
2023
Q3 | $212K | Sell |
4,000
-912
| -19% | -$48.4K | ﹤0.01% | 837 |
|
|
2023
Q2 | $289K | Buy |
4,912
+201
| +4% | +$11.8K | 0.01% | 714 |
|
|
2023
Q1 | $289K | Buy |
+4,711
| New | +$289K | 0.01% | 641 |
|
|
2019
Q4 | – | Sell |
-3,685
| Closed | -$236K | – | 384 |
|
|
2019
Q3 | $236K | Sell |
3,685
-1,080
| -23% | -$69.2K | 0.02% | 318 |
|
|
2019
Q2 | $276K | Hold |
4,765
| – | – | 0.02% | 291 |
|
|
2019
Q1 | $265K | Buy |
+4,765
| New | +$265K | 0.02% | 296 |
|