LFA
Legacy Financial Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
6,698
-7,384
| -52% | -$271K | 0.04% | 306 |
|
|
2025
Q1 | $510K | Buy |
14,082
+183
| +1% | +$6.63K | 0.09% | 190 |
|
|
2024
Q4 | $441K | Sell |
13,899
-187
| -1% | -$5.93K | 0.07% | 211 |
|
|
2024
Q3 | $414K | Buy |
14,086
+561
| +4% | +$16.5K | 0.07% | 225 |
|
|
2024
Q2 | $419K | Buy |
13,525
+5
| +0% | +$155 | 0.07% | 201 |
|
|
2024
Q1 | $385K | Buy |
13,520
+1,041
| +8% | +$29.7K | 0.07% | 204 |
|
|
2023
Q4 | $357K | Buy |
12,479
+1,396
| +13% | +$39.9K | 0.07% | 205 |
|
|
2023
Q3 | $298K | Buy |
11,083
+85
| +0.8% | +$2.28K | 0.06% | 202 |
|
|
2023
Q2 | $321K | Buy |
10,998
+11
| +0.1% | +$321 | 0.06% | 193 |
|
|
2023
Q1 | $324K | Sell |
10,987
-42
| -0.4% | -$1.24K | 0.07% | 176 |
|
|
2022
Q4 | $331K | Buy |
11,029
+1,803
| +20% | +$54.1K | 0.07% | 167 |
|
|
2022
Q3 | $260K | Buy |
9,226
+354
| +4% | +$9.98K | 0.06% | 178 |
|
|
2022
Q2 | $262K | Buy |
8,872
+515
| +6% | +$15.2K | 0.07% | 169 |
|
|
2022
Q1 | $256K | Sell |
8,357
-503
| -6% | -$15.4K | 0.06% | 194 |
|
|
2021
Q4 | $247K | Buy |
8,860
+414
| +5% | +$11.5K | 0.06% | 172 |
|
|
2021
Q3 | $208K | Buy |
8,446
+173
| +2% | +$4.26K | 0.05% | 176 |
|
|
2021
Q2 | $203K | Buy |
+8,273
| New | +$203K | 0.05% | 167 |
|
|
2019
Q2 | – | Sell |
-1,489
| Closed | -$46K | – | 280 |
|
|
2019
Q1 | $46K | Buy |
1,489
+129
| +9% | +$3.99K | 0.02% | 286 |
|
|
2018
Q4 | $38K | Buy |
1,360
+274
| +25% | +$7.66K | 0.01% | 289 |
|
|
2018
Q3 | $30K | Hold |
1,086
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $30K | Sell |
1,086
-232
| -18% | -$6.41K | 0.01% | 315 |
|
|
2018
Q1 | $35K | Sell |
1,318
-377
| -22% | -$10K | 0.01% | 288 |
|
|
2017
Q4 | $48K | Buy |
+1,695
| New | +$48K | 0.02% | 246 |
|