Sowell Financial Services’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 | $330K | Buy |
4,768
+90
| +2% | +$6.24K | 0.01% | 746 |
|
|
2025
Q1 | $351K | Buy |
+4,678
| New | +$351K | 0.02% | 699 |
|
|
2021
Q2 | – | Sell |
-5,022
| Closed | -$324K | – | 932 |
|
|
2021
Q1 | $324K | Sell |
5,022
-258
| -5% | -$16.6K | 0.01% | 813 |
|
|
2020
Q4 | $322K | Sell |
5,280
-543
| -9% | -$33.1K | 0.01% | 668 |
|
|
2020
Q3 | $358K | Sell |
5,823
-2,539
| -30% | -$156K | 0.02% | 559 |
|
|
2020
Q2 | $489K | Buy |
8,362
+3,243
| +63% | +$190K | 0.03% | 462 |
|
|
2020
Q1 | $301K | Sell |
5,119
-65
| -1% | -$3.82K | 0.02% | 539 |
|
|
2019
Q4 | $326K | Sell |
5,184
-614
| -11% | -$38.6K | 0.02% | 572 |
|
|
2019
Q3 | $371K | Buy |
+5,798
| New | +$371K | 0.03% | 481 |
|
|
2019
Q1 | $327K | Sell |
5,892
-273
| -4% | -$15.2K | 0.04% | 432 |
|
|
2018
Q4 | $306K | Sell |
6,165
-44
| -0.7% | -$2.18K | 0.04% | 385 |
|
|
2018
Q3 | $304K | Sell |
6,209
-136
| -2% | -$6.66K | 0.04% | 268 |
|
|
2018
Q2 | $309K | Buy |
6,345
+281
| +5% | +$13.7K | 0.07% | 220 |
|
|
2018
Q1 | $284K | Sell |
6,064
-1,230
| -17% | -$57.6K | 0.07% | 220 |
|
|
2017
Q4 | $322K | Buy |
7,294
+445
| +6% | +$19.6K | 0.08% | 204 |
|
|
2017
Q3 | $329K | Sell |
6,849
-826
| -11% | -$39.7K | 0.09% | 186 |
|
|
2017
Q2 | $364K | Sell |
7,675
-20,043
| -72% | -$951K | 0.1% | 166 |
|
|
2017
Q1 | $1.3M | Sell |
27,718
-1,808
| -6% | -$84.7K | 0.38% | 66 |
|
|
2016
Q4 | $1.26M | Buy |
+29,526
| New | +$1.26M | 0.42% | 63 |
|