Waverly 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 | $206K | Buy |
5,612
+47
| +0.8% | +$1.73K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $202K | Buy |
+5,565
| New | +$202K | ﹤0.01% | 1049 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$49K | – | 475 |
|
|
2014
Q3 | $49K | Hold |
2,000
| – | – | 0.03% | 219 |
|
|
2014
Q2 | $51K | Hold |
2,000
| – | – | 0.02% | 229 |
|
|
2014
Q1 | $47K | Hold |
2,000
| – | – | 0.02% | 225 |
|
|
2013
Q4 | $46K | Buy |
+2,000
| New | +$46K | 0.02% | 342 |
|