JFS Wealth 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 | $12.2K | Buy |
331
+4
| +1% | +$147 | ﹤0.01% | 801 |
|
|
2025
Q1 | $11.8K | Buy |
327
+27
| +9% | +$978 | ﹤0.01% | 825 |
|
|
2024
Q4 | $9.52K | Buy |
300
+14
| +5% | +$444 | ﹤0.01% | 869 |
|
|
2024
Q3 | $8.42K | Buy |
286
+35
| +14% | +$1.03K | ﹤0.01% | 916 |
|
|
2024
Q2 | $7.78K | Sell |
251
-5
| -2% | -$155 | ﹤0.01% | 875 |
|
|
2024
Q1 | $7.29K | Sell |
256
-49
| -16% | -$1.4K | ﹤0.01% | 930 |
|
|
2023
Q4 | $8.71K | Buy |
305
+38
| +14% | +$1.09K | ﹤0.01% | 818 |
|
|
2023
Q3 | $7.17K | Sell |
267
-2
| -0.7% | -$54 | ﹤0.01% | 844 |
|
|
2023
Q2 | $7.84K | Sell |
269
-25
| -9% | -$729 | ﹤0.01% | 810 |
|
|
2023
Q1 | $8.66K | Sell |
294
-43
| -13% | -$1.27K | ﹤0.01% | 766 |
|
|
2022
Q4 | $10.1K | Sell |
337
-48
| -12% | -$1.44K | ﹤0.01% | 709 |
|
|
2022
Q3 | $11K | Sell |
385
-44
| -10% | -$1.26K | ﹤0.01% | 695 |
|
|
2022
Q2 | $13K | Buy |
429
+163
| +61% | +$4.94K | ﹤0.01% | 689 |
|
|
2022
Q1 | $8K | Buy |
266
+164
| +161% | +$4.93K | ﹤0.01% | 854 |
|
|
2021
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 924 |
|
|
2015
Q1 | – | Sell |
-320
| Closed | -$7K | – | 515 |
|
|
2014
Q4 | $7K | Buy |
+320
| New | +$7K | ﹤0.01% | 406 |
|