Independent Financial Group’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	-975	Closed	-$13.7K	–	1368
2025 Q2	$13.7K	Buy	975 +18	+2%	+$241	﹤0.01%	1284
2025 Q1	$11.6K	Buy	957 +204	+27%	+$3.4K	﹤0.01%	1169
2024 Q4	$16.1K	Sell	753 -404	-35%	-$10K	﹤0.01%	1152
2024 Q3	$31.7K	Sell	1,157 -100	-8%	-$3.48K	﹤0.01%	1117
2024 Q2	$38K	Sell	1,257 -20	-2%	-$651	﹤0.01%	1072
2024 Q1	$48.5K	Sell	1,277 -545	-30%	-$21.4K	﹤0.01%	1001
2023 Q4	$85.3K	Sell	1,822 -1,892	-51%	-$106K	﹤0.01%	928
2023 Q3	$369K	Buy	3,714 +2,506	+207%	+$363K	0.02%	583
2023 Q2	$212K	Sell	1,208 -335	-22%	-$58.7K	0.01%	796
2023 Q1	$323K	Buy	1,543 +538	+54%	+$117K	0.03%	579
2022 Q4	$192K	Sell	1,005 -120	-11%	-$29.2K	0.02%	725
2022 Q3	$332K	Buy	1,125 +341	+43%	+$103K	0.03%	513
2022 Q2	$215K	Buy	784 +3	+0.4%	+$831	0.02%	620
2022 Q1	$311K	Buy	781 +201	+35%	+$62K	0.03%	583
2021 Q4	$221K	Buy	+580	New	+$257K	0.02%	696