HBK Sorce Advisory’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
$229K Sell
2025
Q2
$211K Buy
2025
Q1
$206K Buy
2023
Q1
Sell
2022
Q4
$265K Buy
2020
Q1
Sell
2019
Q4
$220K Sell
2019
Q3
$333K Buy
2019
Q2
$310K Buy
2019
Q1
$328K Buy