Lloyd Advisory Services’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$342K Buy
7,914
+7,476
+1,707% +$309K 0.1% 100
2025
Q4
$16.8K Buy
+438
New +$17.1K 0.01% 350
2024
Q2
Sell
-27,340
Closed -$779K 111
2024
Q1
$779K Buy
+27,340
New +$766K 0.17% 102
2022
Q2
Sell
-2,165
Closed -$66K 157
2022
Q1
$66K Buy
2,165
+970
+81% +$27.2K 0.03% 200
2021
Q4
$33K Buy
1,195
+96
+9% +$2.56K 0.02% 252
2021
Q3
$27K Buy
1,099
+589
+115% +$15.1K 0.01% 222
2021
Q2
$13K Buy
510
+238
+88% +$5.84K 0.01% 260
2021
Q1
$6K Buy
272
+12
+5% +$256 ﹤0.01% 270
2020
Q4
$6K Buy
+260
New +$5.76K ﹤0.01% 230

Other funds holding CNP