Sugarloaf Wealth Management’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $139K | Hold |
4,377
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $129K | Hold |
4,377
| – | – | 0.02% | 216 |
|
|
2024
Q2 | $136K | Hold |
4,377
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $125K | Hold |
4,377
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $125K | Hold |
4,377
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $118K | Sell |
4,377
-149
| -3% | -$4K | 0.03% | 191 |
|
|
2023
Q2 | $132K | Hold |
4,526
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $133K | Hold |
4,526
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $136K | Hold |
4,526
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $128K | Hold |
4,526
| – | – | 0.03% | 174 |
|
|
2022
Q2 | $134K | Hold |
4,526
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $139K | Hold |
4,526
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $126K | Hold |
4,526
| – | – | 0.03% | 168 |
|
|
2021
Q3 | $111K | Hold |
4,526
| – | – | 0.03% | 178 |
|
|
2021
Q2 | $111K | Hold |
4,526
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $103 | Hold |
4,526
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $98K | Hold |
4,526
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $88K | Hold |
4,526
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $85K | Hold |
4,526
| – | – | 0.03% | 177 |
|
|
2020
Q1 | $70K | Hold |
4,526
| – | – | 0.03% | 182 |
|
|
2019
Q4 | $123K | Buy |
+4,526
| New | +$123K | 0.05% | 154 |
|