Mount Yale Investment 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
Q3 | $528K | Sell |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $693K | Buy |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $22K | Buy |
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