Cetera Investment Advisers’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,415	Closed	-$62.1K	–	4586
2025 Q2	$62.1K	Buy	4,415 +22	+0.5%	+$295	﹤0.01%	3953
2025 Q1	$53.2K	Sell	4,393 -97	-2%	-$1.62K	﹤0.01%	3852
2024 Q4	$96.1K	Sell	4,490 -2,335	-34%	-$57.8K	﹤0.01%	3587
2024 Q3	$187K	Sell	6,825 -11,995	-64%	-$417K	﹤0.01%	3405
2024 Q2	$568K	Sell	18,820 -4,521	-19%	-$147K	﹤0.01%	2490
2024 Q1	$887K	Buy	23,341 +6,059	+35%	+$238K	﹤0.01%	2172
2023 Q4	$809K	Buy	17,282 +1,252	+8%	+$70K	0.01%	1230
2023 Q3	$1.59M	Buy	16,030 +235	+1%	+$34.1K	0.01%	846
2023 Q2	$2.78M	Sell	15,795 -329	-2%	-$57.7K	0.02%	631
2023 Q1	$3.38M	Buy	16,124 +508	+3%	+$111K	0.03%	521
2022 Q4	$2.98M	Buy	15,616 +3,914	+33%	+$951K	0.03%	555
2022 Q3	$3.45M	Sell	11,702 -1,048	-8%	-$318K	0.07%	302
2022 Q2	$3.49M	Buy	12,750 +180	+1%	+$49.9K	0.06%	335
2022 Q1	$5M	Buy	12,570 +41	+0.3%	+$12.6K	0.07%	282
2021 Q4	$4.77M	Buy	12,529 +2,389	+24%	+$1.06M	0.07%	289
2021 Q3	$4.05M	Buy	+10,140	New	+$4.72M	0.06%	306