Steward Partners Investment Advisory’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83K | Hold |
201
| – | – | ﹤0.01% | 3659 |
|
|
2025
Q1 | $2.43K | Sell |
201
-190
| -49% | -$2.3K | ﹤0.01% | 3602 |
|
|
2024
Q4 | $8.37K | Sell |
391
-95
| -20% | -$2.03K | ﹤0.01% | 3170 |
|
|
2024
Q3 | $13.3K | Sell |
486
-76
| -14% | -$2.08K | ﹤0.01% | 2837 |
|
|
2024
Q2 | $17K | Buy |
562
+85
| +18% | +$2.57K | ﹤0.01% | 2594 |
|
|
2024
Q1 | $18.1K | Sell |
477
-146
| -23% | -$5.55K | ﹤0.01% | 2558 |
|
|
2023
Q4 | $29.2K | Sell |
623
-141
| -18% | -$6.6K | ﹤0.01% | 2215 |
|
|
2023
Q3 | $75.9K | Sell |
764
-110
| -13% | -$10.9K | ﹤0.01% | 1710 |
|
|
2023
Q2 | $154K | Buy |
874
+45
| +5% | +$7.91K | ﹤0.01% | 1389 |
|
|
2023
Q1 | $174K | Buy |
829
+6
| +0.7% | +$1.26K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $157K | Buy |
823
+184
| +29% | +$35.1K | ﹤0.01% | 1350 |
|
|
2022
Q3 | $189K | Buy |
639
+262
| +69% | +$77.5K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $103K | Buy |
377
+53
| +16% | +$14.5K | ﹤0.01% | 1472 |
|
|
2022
Q1 | $129K | Sell |
324
-10
| -3% | -$3.98K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $127K | Buy |
334
+55
| +20% | +$20.9K | ﹤0.01% | 1487 |
|
|
2021
Q3 | $112K | Buy |
279
+256
| +1,113% | +$103K | ﹤0.01% | 1501 |
|
|
2021
Q2 | $16K | Sell |
23
-64
| -74% | -$44.5K | ﹤0.01% | 5385 |
|
|
2021
Q1 | $46.4K | Buy |
87
+49
| +129% | +$26.1K | ﹤0.01% | 2025 |
|
|
2020
Q4 | $30K | Buy |
+38
| New | +$30K | ﹤0.01% | 1898 |
|