CAPTRUST Financial Advisors’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Sell |
3,601
-1,809
| -33% | -$25.4K | ﹤0.01% | 2422 |
|
|
2025
Q1 | $65.5K | Buy |
5,410
+2,691
| +99% | +$32.6K | ﹤0.01% | 2267 |
|
|
2024
Q4 | $58.2K | Sell |
2,719
-13
| -0.5% | -$278 | ﹤0.01% | 2226 |
|
|
2024
Q3 | $74.9K | Sell |
2,732
-38
| -1% | -$1.04K | ﹤0.01% | 2217 |
|
|
2024
Q2 | $83.6K | Buy |
2,770
+17
| +0.6% | +$513 | ﹤0.01% | 2124 |
|
|
2024
Q1 | $105K | Sell |
2,753
-2,004
| -42% | -$76.2K | ﹤0.01% | 2054 |
|
|
2023
Q4 | $223K | Buy |
+4,757
| New | +$223K | ﹤0.01% | 2318 |
|
|
2023
Q3 | – | Sell |
-9,271
| Closed | -$1.63M | – | 2587 |
|
|
2023
Q2 | $1.63M | Buy |
9,271
+3,089
| +50% | +$543K | 0.01% | 918 |
|
|
2023
Q1 | $1.29M | Buy |
6,182
+5,454
| +749% | +$1.14M | 0.01% | 911 |
|
|
2022
Q4 | $139K | Buy |
728
+81
| +13% | +$15.4K | ﹤0.01% | 2009 |
|
|
2022
Q3 | $191K | Buy |
647
+83
| +15% | +$24.5K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $154K | Buy |
564
+262
| +87% | +$71.5K | ﹤0.01% | 1882 |
|
|
2022
Q1 | $120K | Buy |
302
+49
| +19% | +$19.5K | ﹤0.01% | 2129 |
|
|
2021
Q4 | $96K | Buy |
253
+169
| +201% | +$64.1K | ﹤0.01% | 2196 |
|
|
2021
Q3 | $34K | Sell |
84
-235
| -74% | -$95.1K | ﹤0.01% | 2822 |
|
|
2021
Q2 | $222K | Sell |
319
-237
| -43% | -$165K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $297K | Buy |
556
+538
| +2,989% | +$287K | ﹤0.01% | 1235 |
|
|
2020
Q4 | $14K | Buy |
+18
| New | +$14K | ﹤0.01% | 2422 |
|