Stratos Wealth Partners’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Sell
1,703
-24
-1% -$338 ﹤0.01% 1409
2025
Q1
$20.9K Sell
1,727
-275
-14% -$3.33K ﹤0.01% 1350
2024
Q4
$42.8K Sell
2,002
-153
-7% -$3.27K ﹤0.01% 1433
2024
Q3
$59.1K Sell
2,155
-34
-2% -$932 ﹤0.01% 1408
2024
Q2
$66.1K Sell
2,189
-28
-1% -$846 ﹤0.01% 1337
2024
Q1
$84.3K Sell
2,217
-100
-4% -$3.8K ﹤0.01% 1344
2023
Q4
$108K Sell
2,317
-310
-12% -$14.5K ﹤0.01% 1322
2023
Q3
$261K Sell
2,627
-218
-8% -$21.7K 0.01% 1074
2023
Q2
$500K Buy
2,845
+2,099
+281% +$369K 0.01% 765
2023
Q1
$156K Sell
746
-1,440
-66% -$302K ﹤0.01% 1058
2022
Q4
$417K Buy
2,186
+207
+10% +$39.5K 0.01% 784
2022
Q3
$584K Buy
1,979
+1,200
+154% +$354K 0.02% 633
2022
Q2
$213K Sell
779
-395
-34% -$108K 0.01% 1062
2022
Q1
$467K Buy
1,174
+499
+74% +$198K 0.01% 835
2021
Q4
$257K Sell
675
-135
-17% -$51.4K 0.01% 1062
2021
Q3
$324K Buy
810
+98
+14% +$39.2K 0.01% 924
2021
Q2
$495K Buy
+712
New +$495K 0.01% 777
2021
Q1
Sell
-252
Closed -$202K 1127
2020
Q4
$202K Buy
+252
New +$202K 0.01% 1003