Sowell Financial Services’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
Q3 | $357K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $306K | Sell |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q3 | $329K | Sell |
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|
2017
Q2 | $364K | Sell |
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|
2017
Q1 | $1.3M | Sell |
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|
2016
Q4 | $1.26M | Buy |
|