JFS Wealth Advisors’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
Q2 | $12.2K | Buy |
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2025
Q1 | $11.8K | Buy |
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|
2024
Q4 | $9.52K | Buy |
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|
2024
Q3 | $8.41K | Buy |
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|
2024
Q2 | $7.78K | Sell |
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|
2024
Q1 | $7.29K | Sell |
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|
2023
Q4 | $8.71K | Buy |
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|
2023
Q3 | $7.17K | Sell |
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|
2023
Q2 | $7.84K | Sell |
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|
2023
Q1 | $8.66K | Sell |
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|
2022
Q4 | $10.1K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Buy |
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