Concourse Financial Group Securities’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1443
2024
Q4
Sell
-25
Closed -$685 3325
2024
Q3
$685 Buy
+25
New +$685 ﹤0.01% 2108
2024
Q2
Sell
-5
Closed -$190 3366
2024
Q1
$190 Sell
5
-45
-90% -$1.71K ﹤0.01% 2264
2023
Q4
$2.34K Hold
50
﹤0.01% 1993
2023
Q3
$4.97K Hold
50
﹤0.01% 1819
2023
Q2
$8.79K Sell
50
-15
-23% -$2.64K ﹤0.01% 1685
2023
Q1
$13.6K Sell
65
-5
-7% -$1.05K ﹤0.01% 1579
2022
Q4
$13.3K Sell
70
-205
-75% -$39.1K ﹤0.01% 1570
2022
Q3
$81K Buy
275
+35
+15% +$10.3K 0.01% 791
2022
Q2
$66K Buy
240
+20
+9% +$5.5K 0.01% 968
2022
Q1
$87K Buy
220
+2
+0.9% +$791 0.01% 919
2021
Q4
$83K Buy
218
+85
+64% +$32.4K ﹤0.01% 1079
2021
Q3
$53K Buy
133
+18
+16% +$7.17K ﹤0.01% 1276
2021
Q2
$80K Buy
115
+55
+92% +$38.3K 0.01% 1077
2021
Q1
$32K Sell
60
-15
-20% -$8K ﹤0.01% 1393
2020
Q4
$60K Buy
+75
New +$60K ﹤0.01% 1091
2020
Q3
Hold
0
2817
2020
Q2
Hold
0
2724
2020
Q1
Hold
0
2778
2019
Q4
Hold
0
2727
2019
Q3
Hold
0
2424