Plante Moran Financial 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 | $23.9K | Buy |
+649
| New | +$23.9K | ﹤0.01% | 453 |
|
2024
Q1 | – | Sell |
-26
| Closed | -$743 | – | 864 |
|
2023
Q4 | $743 | Buy |
+26
| New | +$743 | ﹤0.01% | 768 |
|
2022
Q1 | – | Sell |
-1,174
| Closed | -$33K | – | 838 |
|
2021
Q4 | $33K | Buy |
+1,174
| New | +$33K | 0.01% | 443 |
|
2018
Q1 | – | Sell |
-102
| Closed | -$3K | – | 956 |
|
2017
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 748 |
|