Spirit of America Management 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 | $1.13M | Buy |
16,350
+2,550
| +18% | +$177K | 0.24% | 114 |
|
|
2025
Q1 | $1.04M | Buy |
13,800
+500
| +4% | +$37.6K | 0.21% | 112 |
|
|
2024
Q4 | $886K | Buy |
13,300
+2,500
| +23% | +$167K | 0.18% | 124 |
|
|
2024
Q3 | $763K | Buy |
10,800
+350
| +3% | +$24.7K | 0.15% | 130 |
|
|
2024
Q2 | $622K | Buy |
10,450
+1,550
| +17% | +$92.3K | 0.13% | 138 |
|
|
2024
Q1 | $537K | Buy |
8,900
+800
| +10% | +$48.3K | 0.11% | 151 |
|
|
2023
Q4 | $470K | Hold |
8,100
| – | – | 0.1% | 158 |
|
|
2023
Q3 | $430K | Buy |
8,100
+3,300
| +69% | +$175K | 0.1% | 150 |
|
|
2023
Q2 | $282K | Buy |
4,800
+4,250
| +773% | +$250K | 0.06% | 180 |
|
|
2023
Q1 | $33.8K | Buy |
+550
| New | +$33.8K | 0.01% | 226 |
|