Allworth Financial’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
531
+248
| +88% | +$101K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $94.8K | Buy |
283
+27
| +11% | +$9.04K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $90.3K | Buy |
256
+36
| +16% | +$12.7K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $71.2K | Buy |
220
+48
| +28% | +$15.5K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $55K | Buy |
172
+1
| +0.6% | +$320 | ﹤0.01% | 1342 |
|
|
2024
Q1 | $49.8K | Sell |
171
-13
| -7% | -$3.79K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $71.6K | Sell |
184
-14
| -7% | -$5.45K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $87.2K | Buy |
198
+38
| +24% | +$16.7K | ﹤0.01% | 932 |
|
|
2023
Q2 | $58.9K | Sell |
160
-45
| -22% | -$16.6K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $73.4K | Buy |
205
+35
| +21% | +$12.5K | ﹤0.01% | 952 |
|
|
2022
Q4 | $57.8K | Buy |
170
+39
| +30% | +$13.3K | ﹤0.01% | 962 |
|
|
2022
Q3 | $40K | Sell |
131
-71
| -35% | -$21.7K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $95K | Sell |
202
-126
| -38% | -$59.3K | ﹤0.01% | 730 |
|
|
2022
Q1 | $179K | Sell |
328
-24
| -7% | -$13.1K | ﹤0.01% | 570 |
|
|
2021
Q4 | $230K | Buy |
352
+79
| +29% | +$51.6K | ﹤0.01% | 501 |
|
|
2021
Q3 | $199K | Buy |
273
+182
| +200% | +$133K | ﹤0.01% | 484 |
|
|
2021
Q2 | $66K | Sell |
91
-4
| -4% | -$2.9K | ﹤0.01% | 556 |
|
|
2021
Q1 | $59K | Sell |
95
-36
| -27% | -$22.4K | ﹤0.01% | 537 |
|
|
2020
Q4 | $86K | Buy |
131
+8
| +7% | +$5.25K | ﹤0.01% | 391 |
|
|
2020
Q3 | $77K | Hold |
123
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $63K | Buy |
123
+8
| +7% | +$4.1K | ﹤0.01% | 379 |
|
|
2020
Q1 | $50K | Hold |
115
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $56K | Hold |
115
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $47K | Hold |
115
| – | – | ﹤0.01% | 333 |
|
|
2019
Q2 | $45K | Hold |
115
| – | – | ﹤0.01% | 337 |
|
|
2019
Q1 | $40K | Sell |
115
-1
| -0.9% | -$348 | ﹤0.01% | 350 |
|
|
2018
Q4 | $33K | Buy |
116
+71
| +158% | +$20.2K | ﹤0.01% | 338 |
|
|
2018
Q3 | $15K | Sell |
45
-6
| -12% | -$2K | ﹤0.01% | 479 |
|
|
2018
Q2 | $15K | Buy |
51
+7
| +16% | +$2.06K | ﹤0.01% | 450 |
|
|
2018
Q1 | $14K | Hold |
44
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $15K | Hold |
44
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $16K | Hold |
44
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $15K | Buy |
+44
| New | +$15K | ﹤0.01% | 416 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$13K | – | 764 |
|
|
2016
Q4 | $13K | Sell |
44
-5
| -10% | -$1.48K | ﹤0.01% | 366 |
|
|
2016
Q3 | $13K | Buy |
49
+5
| +11% | +$1.33K | ﹤0.01% | 377 |
|
|
2016
Q2 | $10K | Buy |
+44
| New | +$10K | ﹤0.01% | 379 |
|