Sigma Planning Corp’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 | $2.19M | Sell |
31,615
-430
| -1% | -$29.8K | 0.07% | 283 |
|
|
2025
Q1 | $2.41M | Buy |
32,045
+142
| +0.4% | +$10.7K | 0.08% | 249 |
|
|
2024
Q4 | $2.13M | Sell |
31,903
-1,830
| -5% | -$122K | 0.07% | 267 |
|
|
2024
Q3 | $2.38M | Sell |
33,733
-7,370
| -18% | -$521K | 0.07% | 252 |
|
|
2024
Q2 | $2.45M | Sell |
41,103
-428
| -1% | -$25.5K | 0.08% | 243 |
|
|
2024
Q1 | $2.51M | Sell |
41,531
-4,783
| -10% | -$289K | 0.08% | 252 |
|
|
2023
Q4 | $2.69M | Sell |
46,314
-2,717
| -6% | -$158K | 0.21% | 91 |
|
|
2023
Q3 | $2.6M | Sell |
49,031
-837
| -2% | -$44.5K | 0.1% | 223 |
|
|
2023
Q2 | $2.93M | Sell |
49,868
-1,734
| -3% | -$102K | 0.11% | 207 |
|
|
2023
Q1 | $3.17M | Sell |
51,602
-439
| -0.8% | -$26.9K | 0.11% | 193 |
|
|
2022
Q4 | $3.3M | Buy |
52,041
+1,074
| +2% | +$68K | 0.12% | 183 |
|
|
2022
Q3 | $2.97M | Sell |
50,967
-4,624
| -8% | -$269K | 0.11% | 186 |
|
|
2022
Q2 | $3.75M | Buy |
55,591
+328
| +0.6% | +$22.1K | 0.13% | 165 |
|
|
2022
Q1 | $3.87M | Sell |
55,263
-2,836
| -5% | -$198K | 0.12% | 186 |
|
|
2021
Q4 | $3.78M | Sell |
58,099
-2,422
| -4% | -$158K | 0.11% | 198 |
|
|
2021
Q3 | $3.62M | Sell |
60,521
-4,814
| -7% | -$288K | 0.11% | 199 |
|
|
2021
Q2 | $3.86M | Buy |
65,335
+900
| +1% | +$53.2K | 0.12% | 200 |
|
|
2021
Q1 | $3.95M | Buy |
64,435
+1,114
| +2% | +$68.2K | 0.13% | 189 |
|
|
2020
Q4 | $3.86M | Sell |
63,321
-769
| -1% | -$46.9K | 0.13% | 167 |
|
|
2020
Q3 | $3.94M | Sell |
64,090
-4,796
| -7% | -$295K | 0.16% | 141 |
|
|
2020
Q2 | $4.02M | Buy |
68,886
+765
| +1% | +$44.7K | 0.18% | 125 |
|
|
2020
Q1 | $4M | Sell |
68,121
-840
| -1% | -$49.3K | 0.24% | 84 |
|
|
2019
Q4 | $4.33M | Sell |
68,961
-451
| -0.6% | -$28.3K | 0.18% | 121 |
|
|
2019
Q3 | $4.44M | Buy |
69,412
+55,913
| +414% | +$3.58M | 0.21% | 104 |
|
|
2019
Q2 | $782K | Buy |
13,499
+34
| +0.3% | +$1.97K | 0.04% | 409 |
|
|
2019
Q1 | $748K | Buy |
13,465
+197
| +1% | +$10.9K | 0.04% | 384 |
|
|
2018
Q4 | $659K | Buy |
13,268
+1,852
| +16% | +$92K | 0.05% | 351 |
|
|
2018
Q3 | $559K | Buy |
11,416
+553
| +5% | +$27.1K | 0.03% | 446 |
|
|
2018
Q2 | $514K | Sell |
10,863
-106
| -1% | -$5.02K | 0.03% | 446 |
|
|
2018
Q1 | $497K | Buy |
10,969
+59
| +0.5% | +$2.67K | 0.04% | 442 |
|
|
2017
Q4 | $516K | Sell |
10,910
-149
| -1% | -$7.05K | 0.04% | 432 |
|
|
2017
Q3 | $512K | Sell |
11,059
-99
| -0.9% | -$4.58K | 0.04% | 420 |
|
|
2017
Q2 | $516K | Sell |
11,158
-567
| -5% | -$26.2K | 0.05% | 399 |
|
|
2017
Q1 | $525K | Buy |
11,725
+579
| +5% | +$25.9K | 0.05% | 382 |
|
|
2016
Q4 | $464K | Sell |
11,146
-592
| -5% | -$24.6K | 0.05% | 368 |
|
|
2016
Q3 | $493K | Buy |
11,738
+844
| +8% | +$35.4K | 0.06% | 345 |
|
|
2016
Q2 | $500K | Sell |
10,894
-721
| -6% | -$33.1K | 0.07% | 326 |
|
|
2016
Q1 | $493K | Buy |
11,615
+121
| +1% | +$5.14K | 0.07% | 309 |
|
|
2015
Q4 | $415K | Buy |
11,494
+378
| +3% | +$13.6K | 0.06% | 367 |
|
|
2015
Q3 | $393K | Sell |
11,116
-758
| -6% | -$26.8K | 0.06% | 358 |
|
|
2015
Q2 | $378K | Buy |
11,874
+590
| +5% | +$18.8K | 0.05% | 423 |
|
|
2015
Q1 | $394K | Sell |
11,284
-810
| -7% | -$28.3K | 0.05% | 422 |
|
|
2014
Q4 | $420K | Buy |
+12,094
| New | +$420K | 0.06% | 377 |
|