Cetera Investment Advisers’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.1K Buy
4,415
+22
+0.5% +$309 ﹤0.01% 3949
2025
Q1
$53.2K Sell
4,393
-97
-2% -$1.17K ﹤0.01% 3848
2024
Q4
$96.1K Sell
4,490
-2,335
-34% -$50K ﹤0.01% 3586
2024
Q3
$187K Sell
6,825
-11,995
-64% -$329K ﹤0.01% 3405
2024
Q2
$568K Sell
18,820
-4,521
-19% -$137K ﹤0.01% 2490
2024
Q1
$887K Buy
23,341
+6,059
+35% +$230K ﹤0.01% 2172
2023
Q4
$809K Buy
17,282
+1,252
+8% +$58.6K 0.01% 1230
2023
Q3
$1.59M Buy
16,030
+235
+1% +$23.4K 0.01% 846
2023
Q2
$2.78M Sell
15,795
-329
-2% -$57.8K 0.02% 631
2023
Q1
$3.38M Buy
16,124
+508
+3% +$106K 0.03% 521
2022
Q4
$2.98M Buy
15,616
+3,914
+33% +$746K 0.03% 555
2022
Q3
$3.45M Sell
11,702
-1,048
-8% -$309K 0.07% 302
2022
Q2
$3.49M Buy
12,750
+180
+1% +$49.3K 0.06% 335
2022
Q1
$5M Buy
12,570
+41
+0.3% +$16.3K 0.07% 282
2021
Q4
$4.77M Buy
12,529
+2,389
+24% +$910K 0.07% 289
2021
Q3
$4.05M Buy
+10,140
New +$4.05M 0.06% 306