Kestra Advisory Services’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2K | Sell |
4,992
-154
| -3% | -$2.17K | ﹤0.01% | 2748 |
|
|
2025
Q1 | $62.3K | Sell |
5,146
-158
| -3% | -$1.91K | ﹤0.01% | 2631 |
|
|
2024
Q4 | $114K | Buy |
5,304
+21
| +0.4% | +$449 | ﹤0.01% | 2547 |
|
|
2024
Q3 | $145K | Sell |
5,283
-204
| -4% | -$5.59K | ﹤0.01% | 2416 |
|
|
2024
Q2 | $166K | Buy |
5,487
+15
| +0.3% | +$453 | ﹤0.01% | 2446 |
|
|
2024
Q1 | $208K | Buy |
5,472
+54
| +1% | +$2.05K | ﹤0.01% | 2250 |
|
|
2023
Q4 | $254K | Sell |
5,418
-181
| -3% | -$8.47K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $557K | Buy |
5,599
+3,452
| +161% | +$343K | 0.01% | 1310 |
|
|
2023
Q2 | $377K | Sell |
2,147
-171
| -7% | -$30.1K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $485K | Sell |
2,318
-146
| -6% | -$30.6K | 0.01% | 1302 |
|
|
2022
Q4 | $470K | Buy |
2,464
+120
| +5% | +$22.9K | ﹤0.01% | 1449 |
|
|
2022
Q3 | $692K | Sell |
2,344
-320
| -12% | -$94.5K | 0.01% | 1137 |
|
|
2022
Q2 | $729K | Sell |
2,664
-1,833
| -41% | -$502K | 0.01% | 1117 |
|
|
2022
Q1 | $1.79M | Buy |
4,497
+1,213
| +37% | +$482K | 0.02% | 715 |
|
|
2021
Q4 | $1.25M | Buy |
3,284
+484
| +17% | +$184K | 0.01% | 882 |
|
|
2021
Q3 | $1.12M | Buy |
2,800
+894
| +47% | +$357K | 0.01% | 958 |
|
|
2021
Q2 | $1.32M | Buy |
1,906
+1,531
| +408% | +$1.06M | 0.02% | 809 |
|
|
2021
Q1 | $200K | Buy |
+375
| New | +$200K | ﹤0.01% | 1731 |
|