Stratos Wealth Partners’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,703	Closed	-$24K	–	1557
2025 Q2	$24K	Sell	1,703 -24	-1%	-$322	﹤0.01%	1409
2025 Q1	$20.9K	Sell	1,727 -275	-14%	-$4.58K	﹤0.01%	1350
2024 Q4	$42.8K	Sell	2,002 -153	-7%	-$3.79K	﹤0.01%	1433
2024 Q3	$59.1K	Sell	2,155 -34	-2%	-$1.18K	﹤0.01%	1408
2024 Q2	$66.1K	Sell	2,189 -28	-1%	-$912	﹤0.01%	1337
2024 Q1	$84.3K	Sell	2,217 -100	-4%	-$3.92K	﹤0.01%	1344
2023 Q4	$108K	Sell	2,317 -310	-12%	-$17.3K	﹤0.01%	1322
2023 Q3	$261K	Sell	2,627 -218	-8%	-$31.6K	0.01%	1074
2023 Q2	$500K	Buy	2,845 +2,099	+281%	+$368K	0.01%	765
2023 Q1	$156K	Sell	746 -1,440	-66%	-$314K	﹤0.01%	1058
2022 Q4	$417K	Buy	2,186 +207	+10%	+$50.3K	0.01%	784
2022 Q3	$584K	Buy	1,979 +1,200	+154%	+$364K	0.02%	633
2022 Q2	$213K	Sell	779 -395	-34%	-$109K	0.01%	1062
2022 Q1	$467K	Buy	1,174 +499	+74%	+$154K	0.01%	835
2021 Q4	$257K	Sell	675 -135	-17%	-$59.8K	0.01%	1062
2021 Q3	$324K	Buy	810 +98	+14%	+$45.6K	0.01%	924
2021 Q2	$495K	Buy	+712	New	+$377K	0.01%	777
2021 Q1	–	Sell	-252	Closed	-$202K	–	1127
2020 Q4	$202K	Buy	+252	New	+$127K	0.01%	1003