Stiles 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 | $232K | Buy |
3,346
+26
| +0.8% | +$1.8K | 0.08% | 163 |
|
|
2025
Q1 | $249K | Buy |
3,320
+24
| +0.7% | +$1.8K | 0.1% | 152 |
|
|
2024
Q4 | $220K | Buy |
3,296
+25
| +0.8% | +$1.67K | 0.08% | 173 |
|
|
2024
Q3 | $231K | Buy |
+3,271
| New | +$231K | 0.08% | 169 |
|
|
2022
Q3 | – | Sell |
-3,042
| Closed | -$205K | – | 169 |
|
|
2022
Q2 | $205K | Buy |
3,042
+20
| +0.7% | +$1.35K | 0.12% | 160 |
|
|
2022
Q1 | $211K | Buy |
+3,022
| New | +$211K | 0.11% | 170 |
|