Schechter Investment Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $627K | Buy |
17,296
+92
| +0.5% | +$3.33K | 0.05% | 320 |
|
|
2024
Q4 | $546K | Buy |
17,204
+878
| +5% | +$27.9K | 0.04% | 371 |
|
|
2024
Q3 | $480K | Buy |
16,326
+4,633
| +40% | +$136K | 0.04% | 403 |
|
|
2024
Q2 | $362K | Buy |
11,693
+2,268
| +24% | +$70.3K | 0.03% | 437 |
|
|
2024
Q1 | $269K | Sell |
9,425
-158
| -2% | -$4.5K | 0.02% | 515 |
|
|
2023
Q4 | $274K | Sell |
9,583
-320
| -3% | -$9.14K | 0.02% | 484 |
|
|
2023
Q3 | $266K | Sell |
9,903
-748
| -7% | -$20.1K | 0.03% | 477 |
|
|
2023
Q2 | $310K | Sell |
10,651
-4,867
| -31% | -$142K | 0.03% | 483 |
|
|
2023
Q1 | $457K | Buy |
15,518
+395
| +3% | +$11.6K | 0.04% | 432 |
|
|
2022
Q4 | $454K | Sell |
15,123
-12
| -0.1% | -$360 | 0.04% | 526 |
|
|
2022
Q3 | $426K | Buy |
15,135
+432
| +3% | +$12.2K | 0.04% | 559 |
|
|
2022
Q2 | $435K | Sell |
14,703
-457
| -3% | -$13.5K | 0.04% | 572 |
|
|
2022
Q1 | $464K | Sell |
15,160
-138
| -0.9% | -$4.22K | 0.04% | 553 |
|
|
2021
Q4 | $427K | Buy |
+15,298
| New | +$427K | 0.04% | 559 |
|