UMB Bank’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 | $40K | Buy |
577
+138
| +31% | +$9.56K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $33K | Buy |
439
+113
| +35% | +$8.49K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $21.7K | Buy |
326
+208
| +176% | +$13.9K | ﹤0.01% | 1224 |
|
|
2024
Q3 | $8.33K | Buy |
118
+10
| +9% | +$706 | ﹤0.01% | 1548 |
|
|
2024
Q2 | $6.43K | Buy |
108
+58
| +116% | +$3.45K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $3.02K | Hold |
50
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q4 | $2.9K | Buy |
50
+2
| +4% | +$116 | ﹤0.01% | 1463 |
|
|
2023
Q3 | $2.55K | Sell |
48
-49
| -51% | -$2.6K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $5.7K | Buy |
97
+19
| +24% | +$1.12K | ﹤0.01% | 1394 |
|
|
2023
Q1 | $4.79K | Sell |
78
-41
| -34% | -$2.52K | ﹤0.01% | 1419 |
|
|
2022
Q4 | $8K | Hold |
119
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q3 | $7K | Sell |
119
-19
| -14% | -$1.12K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $9K | Hold |
138
| – | – | ﹤0.01% | 1417 |
|
|
2022
Q1 | $10K | Hold |
138
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q4 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 1467 |
|