IFP 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 | $1.82K | Sell |
129
-46
| -26% | -$648 | ﹤0.01% | 3937 |
|
|
2025
Q1 | $2.12K | Sell |
175
-7
| -4% | -$85 | ﹤0.01% | 3129 |
|
|
2024
Q4 | $3.9K | Sell |
182
-7
| -4% | -$150 | ﹤0.01% | 2889 |
|
|
2024
Q3 | $5.17K | Sell |
189
-27
| -13% | -$738 | ﹤0.01% | 2661 |
|
|
2024
Q2 | $6.53K | Sell |
216
-257
| -54% | -$7.76K | ﹤0.01% | 2482 |
|
|
2024
Q1 | $18K | Sell |
473
-60
| -11% | -$2.28K | ﹤0.01% | 2018 |
|
|
2023
Q4 | $24.9K | Sell |
533
-197
| -27% | -$9.22K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $72.5K | Buy |
730
+7
| +1% | +$695 | ﹤0.01% | 1411 |
|
|
2023
Q2 | $127K | Buy |
723
+63
| +10% | +$11.1K | 0.01% | 1218 |
|
|
2023
Q1 | $398K | Sell |
660
-233
| -26% | -$140K | 0.02% | 680 |
|
|
2022
Q4 | $542K | Sell |
893
-610
| -41% | -$370K | 0.01% | 859 |
|
|
2022
Q3 | $912K | Buy |
1,503
+89
| +6% | +$54K | 0.02% | 665 |
|
|
2022
Q2 | $858K | Hold |
1,414
| – | – | 0.03% | 622 |
|
|
2022
Q1 | $858K | Buy |
1,414
+749
| +113% | +$454K | 0.03% | 622 |
|
|
2021
Q4 | $261K | Buy |
665
+212
| +47% | +$83.2K | 0.01% | 822 |
|
|
2021
Q3 | $181K | Buy |
453
+110
| +32% | +$44K | ﹤0.01% | 971 |
|
|
2021
Q2 | $234K | Buy |
343
+293
| +586% | +$200K | ﹤0.01% | 829 |
|
|
2021
Q1 | $27K | Buy |
50
+45
| +900% | +$24.3K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 2380 |
|