Wealthspire Advisors (New York)’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 | $304K | Buy |
8,270
+5
| +0.1% | +$184 | ﹤0.01% | 661 |
|
|
2025
Q1 | $299K | Sell |
8,265
-612
| -7% | -$22.2K | ﹤0.01% | 641 |
|
|
2024
Q4 | $282K | Sell |
8,877
-445
| -5% | -$14.1K | ﹤0.01% | 656 |
|
|
2024
Q3 | $274K | Sell |
9,322
-863
| -8% | -$25.4K | ﹤0.01% | 638 |
|
|
2024
Q2 | $316K | Buy |
10,185
+2,538
| +33% | +$78.6K | ﹤0.01% | 531 |
|
|
2024
Q1 | $218K | Hold |
7,647
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $218K | Sell |
7,647
-83
| -1% | -$2.37K | ﹤0.01% | 594 |
|
|
2023
Q3 | $208K | Buy |
+7,730
| New | +$208K | ﹤0.01% | 556 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$4K | – | 198 |
|
|
2018
Q4 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 671 |
|