Valeo Financial Advisors’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$209K Buy
2024
Q1
Sell
2023
Q4
$208K Buy
2021
Q2
Sell
2021
Q1
$33K Buy
2020
Q4
$31K Sell
2020
Q3
$31K Sell
2020
Q2
$30K Buy
2020
Q1
$28K Buy
2019
Q4
$43K Hold
2019
Q3
$47K Hold
2019
Q2
$45K Sell
2019
Q1
$50K Hold
2018
Q4
$46K Hold
2018
Q3
$44K Sell
2018
Q2
$53K Buy
2018
Q1
$8K Buy