United Capital 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 | $503K | Sell |
13,695
-497
| -4% | -$18.3K | ﹤0.01% | 770 |
|
|
2025
Q1 | $514K | Buy |
14,192
+864
| +6% | +$31.3K | ﹤0.01% | 731 |
|
|
2024
Q4 | $423K | Buy |
13,328
+660
| +5% | +$20.9K | ﹤0.01% | 771 |
|
|
2024
Q3 | $373K | Sell |
12,668
-1,995
| -14% | -$58.7K | ﹤0.01% | 809 |
|
|
2024
Q2 | $454K | Sell |
14,663
-103
| -0.7% | -$3.19K | ﹤0.01% | 725 |
|
|
2024
Q1 | $421K | Sell |
14,766
-1,167
| -7% | -$33.2K | ﹤0.01% | 775 |
|
|
2023
Q4 | $455K | Buy |
15,933
+45
| +0.3% | +$1.29K | ﹤0.01% | 745 |
|
|
2023
Q3 | $427K | Sell |
15,888
-2,103
| -12% | -$56.5K | ﹤0.01% | 668 |
|
|
2023
Q2 | $524K | Sell |
17,991
-1,519
| -8% | -$44.3K | ﹤0.01% | 674 |
|
|
2023
Q1 | $575K | Sell |
19,510
-2,862
| -13% | -$84.3K | ﹤0.01% | 699 |
|
|
2022
Q4 | $671K | Sell |
22,372
-3,376
| -13% | -$101K | ﹤0.01% | 705 |
|
|
2022
Q3 | $726K | Buy |
25,748
+111
| +0.4% | +$3.13K | ﹤0.01% | 678 |
|
|
2022
Q2 | $758K | Sell |
25,637
-1,839
| -7% | -$54.4K | ﹤0.01% | 689 |
|
|
2022
Q1 | $842K | Sell |
27,476
-406
| -1% | -$12.4K | ﹤0.01% | 705 |
|
|
2021
Q4 | $778K | Sell |
27,882
-18,105
| -39% | -$505K | ﹤0.01% | 742 |
|
|
2021
Q3 | $1.13M | Buy |
45,987
+2,670
| +6% | +$65.7K | 0.01% | 643 |
|
|
2021
Q2 | $1.06M | Sell |
43,317
-1,962
| -4% | -$48.1K | 0.01% | 678 |
|
|
2021
Q1 | $1.03M | Sell |
45,279
-5,551
| -11% | -$126K | 0.01% | 660 |
|
|
2020
Q4 | $1.1M | Sell |
50,830
-1,944
| -4% | -$42.1K | 0.01% | 648 |
|
|
2020
Q3 | $1.02M | Sell |
52,774
-1,486
| -3% | -$28.7K | 0.01% | 653 |
|
|
2020
Q2 | $1.01M | Buy |
54,260
+10,839
| +25% | +$202K | 0.01% | 661 |
|
|
2020
Q1 | $671K | Buy |
+43,421
| New | +$671K | 0.01% | 720 |
|
|
2019
Q3 | – | Sell |
-35,523
| Closed | -$1.02M | – | 1334 |
|
|
2019
Q2 | $1.02M | Sell |
35,523
-522
| -1% | -$14.9K | 0.01% | 800 |
|
|
2019
Q1 | $1.11M | Sell |
36,045
-5,875
| -14% | -$180K | 0.01% | 751 |
|
|
2018
Q4 | $1.18M | Sell |
41,920
-8,108
| -16% | -$229K | 0.01% | 665 |
|
|
2018
Q3 | $1.37M | Sell |
50,028
-322
| -0.6% | -$8.83K | 0.01% | 690 |
|
|
2018
Q2 | $1.4M | Buy |
50,350
+458
| +0.9% | +$12.7K | 0.01% | 678 |
|
|
2018
Q1 | $1.37M | Buy |
49,892
+1,201
| +2% | +$32.9K | 0.01% | 688 |
|
|
2017
Q4 | $1.38M | Sell |
48,691
-1,114
| -2% | -$31.6K | 0.01% | 707 |
|
|
2017
Q3 | $1.46M | Sell |
49,805
-5,456
| -10% | -$159K | 0.01% | 660 |
|
|
2017
Q2 | $1.51M | Buy |
55,261
+5,016
| +10% | +$137K | 0.01% | 645 |
|
|
2017
Q1 | $1.39M | Buy |
50,245
+8,025
| +19% | +$221K | 0.01% | 656 |
|
|
2016
Q4 | $1.04M | Buy |
+42,220
| New | +$1.04M | 0.01% | 745 |
|
|
2014
Q3 | – | Sell |
-28,477
| Closed | -$727K | – | 1098 |
|
|
2014
Q2 | $727K | Buy |
+28,477
| New | +$727K | 0.01% | 622 |
|