Kestra Advisory Services’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 |
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|
2025
Q2 | $70.2K | Sell |
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|
2025
Q1 | $62.3K | Sell |
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|
2024
Q4 | $114K | Buy |
|
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|
2024
Q3 | $145K | Sell |
|
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $208K | Buy |
|
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|
2023
Q4 | $254K | Sell |
|
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $377K | Sell |
|
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|
2023
Q1 | $485K | Sell |
|
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $692K | Sell |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $200K | Buy |
|