Trust Company of the South’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 | $305K | Sell |
4,404
-19
| -0.4% | -$1.32K | 0.05% | 102 |
|
|
2025
Q1 | $332K | Buy |
4,423
+19
| +0.4% | +$1.43K | 0.07% | 94 |
|
|
2024
Q4 | $294K | Hold |
4,404
| – | – | 0.06% | 101 |
|
|
2024
Q3 | $311K | Hold |
4,404
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $262K | Hold |
4,404
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $266K | Hold |
4,404
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $256K | Buy |
+4,404
| New | +$256K | 0.07% | 97 |
|