Shufro Rose & Co’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,005
| Closed | -$107K | – | 310 |
|
|
2024
Q4 | $107K | Sell |
5,005
-1,665
| -25% | -$35.6K | 0.01% | 282 |
|
|
2024
Q3 | $201K | Hold |
6,670
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $201K | Buy |
6,670
+1,370
| +26% | +$41.4K | 0.02% | 279 |
|
|
2024
Q1 | $201K | Sell |
5,300
-1,120
| -17% | -$42.6K | 0.02% | 279 |
|
|
2023
Q4 | $638K | Buy |
6,420
+100
| +2% | +$9.94K | 0.06% | 135 |
|
|
2023
Q3 | $628K | Buy |
6,320
+25
| +0.4% | +$2.49K | 0.06% | 136 |
|
|
2023
Q2 | $1.11M | Buy |
6,295
+160
| +3% | +$28.1K | 0.1% | 106 |
|
|
2023
Q1 | $1.28M | Buy |
6,135
+4,145
| +208% | +$868K | 0.12% | 101 |
|
|
2022
Q4 | $379K | Buy |
+1,990
| New | +$379K | 0.03% | 202 |
|