Janney Montgomery Scott’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	-772	Closed	-$11K	–	2876
2025 Q2	$11K	Sell	772 -112	-13%	-$1.5K	﹤0.01%	2693
2025 Q1	$11K	Buy	884 +22	+3%	+$367	﹤0.01%	2658
2024 Q4	$18K	Buy	862 +80	+10%	+$1.98K	﹤0.01%	2672
2024 Q3	$21K	Buy	782 +62	+9%	+$2.16K	﹤0.01%	2635
2024 Q2	$22K	Sell	720 -255	-26%	-$8.3K	﹤0.01%	2580
2024 Q1	$37K	Sell	975 -3,677	-79%	-$144K	﹤0.01%	2688
2023 Q4	$218K	Sell	4,652 -5,335	-53%	-$298K	﹤0.01%	2412
2023 Q3	$993K	Buy	9,987 +310	+3%	+$45K	﹤0.01%	1347
2023 Q2	$1.7M	Buy	9,677 +2,445	+34%	+$429K	0.01%	1153
2023 Q1	$1.51M	Buy	7,232 +1,754	+32%	+$382K	0.01%	1105
2022 Q4	$1.04M	Buy	5,478 +2,018	+58%	+$490K	﹤0.01%	1348
2022 Q3	$1.02M	Buy	3,460 +2,949	+577%	+$895K	﹤0.01%	1301
2022 Q2	$147K	Buy	+511	New	+$142K	﹤0.01%	2196
2021 Q4	–	Sell	-939	Closed	-$375K	–	2370
2021 Q3	$375K	Sell	939 -248	-21%	-$115K	﹤0.01%	1832
2021 Q2	$825K	Buy	+1,187	New	+$628K	﹤0.01%	1365