OneDigital Investment 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 | $362K | Sell |
9,842
-386
| -4% | -$14.2K | ﹤0.01% | 1052 |
|
|
2025
Q1 | $371K | Buy |
10,228
+1,557
| +18% | +$56.4K | ﹤0.01% | 987 |
|
|
2024
Q4 | $275K | Buy |
8,671
+174
| +2% | +$5.52K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $250K | Buy |
8,497
+590
| +7% | +$17.4K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $245K | Buy |
7,907
+730
| +10% | +$22.6K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $204K | Buy |
7,177
+33
| +0.5% | +$940 | ﹤0.01% | 1035 |
|
|
2023
Q4 | $204K | Buy |
+7,144
| New | +$204K | ﹤0.01% | 1053 |
|
|
2019
Q3 | – | Sell |
-826
| Closed | -$24K | – | 628 |
|
|
2019
Q2 | $24K | Sell |
826
-780
| -49% | -$22.7K | ﹤0.01% | 748 |
|
|
2019
Q1 | $49K | Buy |
1,606
+1,500
| +1,415% | +$45.8K | 0.01% | 493 |
|
|
2018
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 1001 |
|