Rothschild Investment LLC’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
$31.9K Buy
867
+8
+0.9% +$294 ﹤0.01% 896
2025
Q1
$31.1K Buy
859
+40
+5% +$1.45K ﹤0.01% 894
2024
Q4
$26K Buy
819
+109
+15% +$3.46K ﹤0.01% 935
2024
Q3
$20.9K Sell
710
-345
-33% -$10.2K ﹤0.01% 991
2024
Q2
$32.7K Buy
1,055
+606
+135% +$18.8K ﹤0.01% 859
2024
Q1
$12.8K Buy
449
+80
+22% +$2.28K ﹤0.01% 1016
2023
Q4
$10.5K Buy
+369
New +$10.5K ﹤0.01% 982
2020
Q4
Sell
-12,250
Closed -$237K 457
2020
Q3
$237K Sell
12,250
-1,050
-8% -$20.3K 0.03% 371
2020
Q2
$248K Sell
13,300
-698
-5% -$13K 0.03% 348
2020
Q1
$216K Buy
+13,998
New +$216K 0.03% 357