Strategic 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
$328K Sell
9,030
-1,879
-17% -$68.2K 0.03% 201
2025
Q1
$395K Sell
10,909
-1,237
-10% -$44.8K 0.04% 188
2024
Q4
$385K Sell
12,146
-1,507
-11% -$47.8K 0.04% 194
2024
Q3
$402K Sell
13,653
-356
-3% -$10.5K 0.04% 200
2024
Q2
$434K Sell
14,009
-537
-4% -$16.6K 0.05% 186
2024
Q1
$414K Sell
14,546
-1,065
-7% -$30.3K 0.05% 189
2023
Q4
$446K Buy
+15,611
New +$446K 0.06% 174