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