Sequoia 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
$357K Buy
9,724
+3,226
+50% +$119K ﹤0.01% 1157
2025
Q1
$235K Sell
6,498
-517
-7% -$18.7K ﹤0.01% 1178
2024
Q4
$223K Buy
+7,015
New +$223K ﹤0.01% 1168