TFC Financial Management’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 | $70 | Hold |
1
| – | – | ﹤0.01% | 930 |
|
|
2025
Q1 | $76 | Hold |
1
| – | – | ﹤0.01% | 867 |
|
|
2024
Q4 | $67 | Hold |
1
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $71 | Hold |
1
| – | – | ﹤0.01% | 895 |
|
|
2024
Q2 | $60 | Hold |
1
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $61 | Buy |
+1
| New | +$61 | ﹤0.01% | 884 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$691 | – | 675 |
|
|
2023
Q3 | $691 | Buy |
13
+6
| +86% | +$319 | ﹤0.01% | 572 |
|
|
2023
Q2 | $412 | Buy |
+7
| New | +$412 | ﹤0.01% | 602 |
|