SVB Wealth’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 | – | Sell |
-2,909
| Closed | -$105K | – | 751 |
|
|
2025
Q1 | $105K | Buy |
+2,909
| New | +$105K | ﹤0.01% | 396 |
|
|
2023
Q2 | – | Sell |
-6,847
| Closed | -$202K | – | 939 |
|
|
2023
Q1 | $202K | Sell |
6,847
-1,077
| -14% | -$31.7K | ﹤0.01% | 883 |
|
|
2022
Q4 | $238K | Sell |
7,924
-2,159
| -21% | -$64.8K | ﹤0.01% | 844 |
|
|
2022
Q3 | $284K | Buy |
+10,083
| New | +$284K | ﹤0.01% | 717 |
|