Crewe Advisors’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	$5.81K	Hold	158	–	–	﹤0.01%	519
2025 Q1	$5.73K	Hold	158	–	–	﹤0.01%	468
2024 Q4	$5.01K	Sell	158 -725	-82%	-$23K	﹤0.01%	483
2024 Q3	$26K	Hold	883	–	–	﹤0.01%	378
2024 Q2	$27.4K	Hold	883	–	–	﹤0.01%	492
2024 Q1	$25.2K	Buy	+883	New	+$25.2K	﹤0.01%	465
2023 Q4	–	Sell	-158	Closed	-$4.24K	–	468
2023 Q3	$4.24K	Hold	158	–	–	﹤0.01%	300
2023 Q2	$4.61K	Hold	158	–	–	﹤0.01%	473
2023 Q1	$4.66K	Sell	158 -158	-50%	-$4.66K	﹤0.01%	645
2022 Q4	$9.48K	Sell	316 -49	-13%	-$1.47K	﹤0.01%	557
2022 Q3	$10K	Buy	365 +49	+16%	+$1.34K	﹤0.01%	654
2022 Q2	$9K	Buy	316 +158	+100%	+$4.5K	﹤0.01%	615
2022 Q1	$5K	Hold	158	–	–	﹤0.01%	390
2021 Q4	$4K	Hold	158	–	–	﹤0.01%	359
2021 Q3	$4K	Hold	158	–	–	﹤0.01%	314
2021 Q2	$4K	Hold	158	–	–	﹤0.01%	342
2021 Q1	$4K	Hold	158	–	–	﹤0.01%	380
2020 Q4	$3K	Hold	158	–	–	﹤0.01%	380
2020 Q3	$3K	Hold	158	–	–	﹤0.01%	433
2020 Q2	$3K	Hold	158	–	–	﹤0.01%	193
2020 Q1	$2K	Hold	158	–	–	﹤0.01%	164
2019 Q4	$4K	Hold	158	–	–	﹤0.01%	195
2019 Q3	$5K	Hold	158	–	–	﹤0.01%	194
2019 Q2	$5K	Hold	158	–	–	﹤0.01%	237
2019 Q1	$5K	Hold	158	–	–	﹤0.01%	194
2018 Q4	$4K	Hold	158	–	–	﹤0.01%	201
2018 Q3	$4K	Hold	158	–	–	﹤0.01%	215
2018 Q2	$4K	Hold	158	–	–	﹤0.01%	232
2018 Q1	$4K	Hold	158	–	–	﹤0.01%	240
2017 Q4	$4K	Buy	+158	New	+$4K	﹤0.01%	239