Fiduciary Alliance’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	$807K	Sell	1,973 -3	-0.2%	-$1.23K	0.06%	251
2025 Q1	$728K	Sell	1,976 -1,772	-47%	-$653K	0.07%	203
2024 Q4	$1.28M	Buy	+3,748	New	+$1.28M	0.13%	141