Carson Wealth (CWM LLC)’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
11,216
-1,569
| -12% | -$57.6K | ﹤0.01% | 1682 |
|
|
2025
Q1 | $463K | Sell |
12,785
-1,118
| -8% | -$40.5K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $441K | Buy |
13,903
+3,165
| +29% | +$100K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $316K | Sell |
10,738
-689
| -6% | -$20.3K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $354K | Buy |
11,427
+555
| +5% | +$17.2K | ﹤0.01% | 1314 |
|
|
2024
Q1 | $310K | Buy |
10,872
+464
| +4% | +$13.2K | ﹤0.01% | 1313 |
|
|
2023
Q4 | $297K | Sell |
10,408
-2,752
| -21% | -$78.5K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $353K | Buy |
13,160
+314
| +2% | +$8.42K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $374K | Buy |
12,846
+1,109
| +9% | +$32.3K | ﹤0.01% | 1036 |
|
|
2023
Q1 | $346K | Buy |
11,737
+1,549
| +15% | +$45.7K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $306K | Buy |
10,188
+4,123
| +68% | +$124K | ﹤0.01% | 944 |
|
|
2022
Q3 | $171K | Buy |
6,065
+186
| +3% | +$5.24K | ﹤0.01% | 1110 |
|
|
2022
Q2 | $174K | Buy |
5,879
+804
| +16% | +$23.8K | ﹤0.01% | 1090 |
|
|
2022
Q1 | $155K | Buy |
5,075
+1,100
| +28% | +$33.6K | ﹤0.01% | 1149 |
|
|
2021
Q4 | $111K | Buy |
+3,975
| New | +$111K | ﹤0.01% | 1255 |
|
|
2021
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q1 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q4 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q3 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2020
Q1 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q4 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q2 | $38K | Hold |
1,548
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q1 | $38K | Sell |
1,548
-37
| -2% | -$908 | ﹤0.01% | 1509 |
|
|
2018
Q4 | $45K | Buy |
1,585
+97
| +7% | +$2.75K | ﹤0.01% | 897 |
|
|
2018
Q3 | $41K | Buy |
1,488
+117
| +9% | +$3.22K | ﹤0.01% | 781 |
|
|
2018
Q2 | $38K | Buy |
1,371
+1,271
| +1,271% | +$35.2K | ﹤0.01% | 687 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q3 | $3K | Sell |
100
-154
| -61% | -$4.62K | ﹤0.01% | 1189 |
|
|
2017
Q2 | $7K | Buy |
254
+154
| +154% | +$4.24K | ﹤0.01% | 830 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 927 |
|
|
2016
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 971 |
|