EverSource Wealth Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
6,217
-1,171
| -16% | -$43K | 0.01% | 804 |
|
|
2025
Q1 | $268K | Buy |
7,388
+793
| +12% | +$28.7K | 0.01% | 563 |
|
|
2024
Q4 | $209K | Sell |
6,595
-298
| -4% | -$9.46K | 0.01% | 638 |
|
|
2024
Q3 | $203K | Buy |
6,893
+99
| +1% | +$2.91K | 0.01% | 550 |
|
|
2024
Q2 | $189K | Buy |
6,794
+259
| +4% | +$7.19K | 0.01% | 576 |
|
|
2024
Q1 | $190K | Buy |
6,535
+4,158
| +175% | +$121K | 0.02% | 506 |
|
|
2023
Q4 | $67.9K | Buy |
2,377
+492
| +26% | +$14.1K | 0.01% | 779 |
|
|
2023
Q3 | $50.6K | Buy |
1,885
+78
| +4% | +$2.1K | 0.01% | 798 |
|
|
2023
Q2 | $52.7K | Sell |
1,807
-228
| -11% | -$6.65K | 0.01% | 817 |
|
|
2023
Q1 | $60K | Buy |
2,035
+176
| +9% | +$5.19K | 0.01% | 724 |
|
|
2022
Q4 | $55.7K | Sell |
1,859
-175
| -9% | -$5.25K | 0.01% | 722 |
|
|
2022
Q3 | $57K | Sell |
2,034
-862
| -30% | -$24.2K | 0.01% | 601 |
|
|
2022
Q2 | $85K | Buy |
2,896
+1,423
| +97% | +$41.8K | 0.02% | 421 |
|
|
2022
Q1 | $44K | Buy |
1,473
+610
| +71% | +$18.2K | 0.01% | 490 |
|
|
2021
Q4 | $24K | Buy |
+863
| New | +$24K | 0.01% | 608 |
|