IFP Advisors’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 | $226K | Buy |
553
+354
| +178% | +$145K | 0.01% | 1209 |
|
|
2025
Q1 | $73.5K | Sell |
199
-261
| -57% | -$96.4K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $158K | Buy |
460
+15
| +3% | +$5.15K | 0.01% | 1248 |
|
|
2024
Q3 | $144K | Buy |
445
+8
| +2% | +$2.6K | 0.01% | 1245 |
|
|
2024
Q2 | $131K | Sell |
437
-261
| -37% | -$78.1K | 0.01% | 1242 |
|
|
2024
Q1 | $203K | Sell |
698
-118
| -14% | -$34.3K | 0.01% | 993 |
|
|
2023
Q4 | $317K | Buy |
816
+262
| +47% | +$102K | 0.02% | 744 |
|
|
2023
Q3 | $244K | Sell |
554
-11
| -2% | -$4.84K | 0.01% | 878 |
|
|
2023
Q2 | $208K | Buy |
565
+4
| +0.7% | +$1.47K | 0.01% | 1004 |
|
|
2023
Q1 | $127K | Sell |
561
-990
| -64% | -$223K | 0.01% | 1132 |
|
|
2022
Q4 | $363K | Buy |
1,551
+93
| +6% | +$21.8K | 0.01% | 1042 |
|
|
2022
Q3 | $348K | Buy |
1,458
+361
| +33% | +$86.2K | 0.01% | 1108 |
|
|
2022
Q2 | $262K | Hold |
1,097
| – | – | 0.01% | 1146 |
|
|
2022
Q1 | $262K | Buy |
1,097
+540
| +97% | +$129K | 0.01% | 1146 |
|
|
2021
Q4 | $365K | Sell |
557
-204
| -27% | -$134K | 0.01% | 700 |
|
|
2021
Q3 | $554K | Buy |
761
+57
| +8% | +$41.5K | 0.01% | 542 |
|
|
2021
Q2 | $510K | Buy |
704
+6
| +0.9% | +$4.35K | 0.01% | 544 |
|
|
2021
Q1 | $431K | Sell |
698
-138
| -17% | -$85.2K | 0.01% | 567 |
|
|
2020
Q4 | $554K | Buy |
836
+80
| +11% | +$53K | 0.02% | 477 |
|
|
2020
Q3 | $470K | Buy |
756
+48
| +7% | +$29.8K | 0.03% | 444 |
|
|
2020
Q2 | $364K | Buy |
708
+48
| +7% | +$24.7K | 0.03% | 486 |
|
|
2020
Q1 | $300K | Buy |
660
+13
| +2% | +$5.91K | 0.03% | 453 |
|
|
2019
Q4 | $311K | Buy |
647
+17
| +3% | +$8.17K | 0.02% | 543 |
|
|
2019
Q3 | $252K | Buy |
+630
| New | +$252K | 0.02% | 690 |
|
|
2019
Q1 | $133K | Buy |
390
+118
| +43% | +$40.2K | 0.02% | 588 |
|
|
2018
Q4 | $78K | Buy |
272
+15
| +6% | +$4.3K | ﹤0.01% | 1328 |
|
|
2018
Q3 | $84K | Sell |
257
-2,020
| -89% | -$660K | ﹤0.01% | 1578 |
|
|
2018
Q2 | $668K | Buy |
2,277
+1,017
| +81% | +$298K | 0.03% | 556 |
|
|
2018
Q1 | $423K | Hold |
1,260
| – | – | 0.02% | 685 |
|
|
2017
Q4 | $423K | Sell |
1,260
-2,143
| -63% | -$719K | 0.02% | 682 |
|
|
2017
Q3 | $1.24M | Buy |
3,403
+44
| +1% | +$16K | 0.05% | 381 |
|
|
2017
Q2 | $1.13M | Sell |
3,359
-116
| -3% | -$39.1K | 0.05% | 396 |
|
|
2017
Q1 | $1.14M | Buy |
3,475
+269
| +8% | +$88K | 0.05% | 393 |
|
|
2016
Q4 | $923K | Buy |
3,206
+472
| +17% | +$136K | 0.04% | 404 |
|
|
2016
Q3 | $738K | Buy |
2,734
+19
| +0.7% | +$5.13K | 0.04% | 444 |
|
|
2016
Q2 | $621K | Buy |
2,715
+2,325
| +596% | +$532K | 0.03% | 478 |
|
|
2016
Q1 | $133K | Buy |
+390
| New | +$133K | 0.02% | 588 |
|