Concord Wealth Partners’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.57K Hold
2025
Q1
$5.49K Hold
2024
Q4
$4.81K Sell
2024
Q3
$4.81K Sell
2024
Q2
$5.44K Hold
2024
Q1
$5K Hold
2023
Q4
$5.02K Hold
2023
Q3
$4.71K Buy
2023
Q2
$4.42K Hold
2023
Q1
$4.47K Hold
2022
Q4
$4.55K Buy
2022
Q3
Sell
2022
Q2
$4K Sell
2022
Q1
$6K Sell
2021
Q4
$35K Buy
2021
Q3
$31K Sell
2021
Q2
$32K Sell
2021
Q1
$36K Sell
2020
Q4
$37K Buy