Concord Wealth Partners’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57K | Hold |
152
| – | – | ﹤0.01% | 615 |
|
|
2025
Q1 | $5.49K | Hold |
152
| – | – | ﹤0.01% | 571 |
|
|
2024
Q4 | $4.81K | Sell |
152
-12
| -7% | -$380 | ﹤0.01% | 609 |
|
|
2024
Q3 | $4.81K | Sell |
164
-12
| -7% | -$352 | ﹤0.01% | 637 |
|
|
2024
Q2 | $5.44K | Hold |
176
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $5K | Hold |
176
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $5.02K | Hold |
176
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $4.72K | Buy |
176
+24
| +16% | +$643 | ﹤0.01% | 726 |
|
|
2023
Q2 | $4.42K | Hold |
152
| – | – | ﹤0.01% | 729 |
|
|
2023
Q1 | $4.47K | Hold |
152
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $4.55K | Buy |
+152
| New | +$4.55K | ﹤0.01% | 786 |
|
|
2022
Q3 | – | Sell |
-152
| Closed | -$4K | – | 333 |
|
|
2022
Q2 | $4K | Sell |
152
-38
| -20% | -$1K | ﹤0.01% | 860 |
|
|
2022
Q1 | $6K | Sell |
190
-1,079
| -85% | -$34.1K | ﹤0.01% | 865 |
|
|
2021
Q4 | $35K | Buy |
1,269
+13
| +1% | +$359 | 0.01% | 518 |
|
|
2021
Q3 | $31K | Sell |
1,256
-56
| -4% | -$1.38K | 0.01% | 301 |
|
|
2021
Q2 | $32K | Sell |
1,312
-261
| -17% | -$6.37K | 0.01% | 414 |
|
|
2021
Q1 | $36K | Sell |
1,573
-141
| -8% | -$3.23K | 0.01% | 384 |
|
|
2020
Q4 | $37K | Buy |
+1,714
| New | +$37K | 0.03% | 239 |
|