Allworth Financial’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16K | Buy |
82
+14
| +21% | +$197 | ﹤0.01% | 3910 |
|
|
2025
Q1 | $894 | Buy |
68
+1
| +1% | +$13 | ﹤0.01% | 3493 |
|
|
2024
Q4 | $1.33K | Buy |
67
+45
| +205% | +$890 | ﹤0.01% | 3300 |
|
|
2024
Q3 | $596 | Hold |
22
| – | – | ﹤0.01% | 3371 |
|
|
2024
Q2 | $857 | Sell |
22
-4
| -15% | -$156 | ﹤0.01% | 3218 |
|
|
2024
Q1 | $969 | Buy |
26
+9
| +53% | +$335 | ﹤0.01% | 3091 |
|
|
2023
Q4 | $808 | Sell |
17
-20
| -54% | -$951 | ﹤0.01% | 3021 |
|
|
2023
Q3 | $3.69K | Sell |
37
-75
| -67% | -$7.48K | ﹤0.01% | 2263 |
|
|
2023
Q2 | $19.7K | Buy |
112
+23
| +26% | +$4.05K | ﹤0.01% | 1550 |
|
|
2023
Q1 | $18.5K | Sell |
89
-40
| -31% | -$8.33K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $24.6K | Sell |
129
-4
| -3% | -$763 | ﹤0.01% | 1266 |
|
|
2022
Q3 | $39K | Buy |
133
+57
| +75% | +$16.7K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $21K | Hold |
76
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q1 | $30K | Buy |
76
+7
| +10% | +$2.76K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $26K | Hold |
69
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q3 | $27K | Buy |
+69
| New | +$27K | ﹤0.01% | 927 |
|