Oppenheimer & Co’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,061
Closed -$49.1K 1611
2025
Q1
$49.1K Sell
4,061
-2,572
-39% -$31.1K ﹤0.01% 1543
2024
Q4
$142K Sell
6,633
-21,541
-76% -$461K ﹤0.01% 1489
2024
Q3
$772K Buy
28,174
+5,700
+25% +$156K 0.01% 877
2024
Q2
$679K Buy
22,474
+7,557
+51% +$228K 0.01% 906
2024
Q1
$567K Sell
14,917
-176
-1% -$6.69K 0.01% 949
2023
Q4
$706K Sell
15,093
-2,298
-13% -$108K 0.01% 850
2023
Q3
$1.73M Sell
17,391
-5,112
-23% -$508K 0.04% 507
2023
Q2
$3.96M Buy
22,503
+7,024
+45% +$1.23M 0.08% 281
2023
Q1
$3.24M Buy
15,479
+399
+3% +$83.6K 0.07% 316
2022
Q4
$2.87M Buy
15,080
+520
+4% +$99.1K 0.07% 337
2022
Q3
$4.3M Buy
14,560
+1,930
+15% +$570K 0.1% 245
2022
Q2
$3.46M Buy
12,630
+201
+2% +$55K 0.07% 316
2022
Q1
$4.94M Buy
12,429
+1,001
+9% +$398K 0.09% 279
2021
Q4
$4.35M Buy
11,428
+1,062
+10% +$405K 0.08% 298
2021
Q3
$4.14M Buy
10,366
+5,123
+98% +$2.05M 0.08% 304
2021
Q2
$3.64M Buy
5,243
+2,730
+109% +$1.9M 0.07% 341
2021
Q1
$1.34M Buy
+2,513
New +$1.34M 0.03% 599