IFP Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $390K | Buy |
2,739
+1,405
| +105% | +$234K | 0.01% | 1156 |
|
|
2026
Q1 | $288K | Buy |
1,334
+302
| +29% | +$65.4K | 0.01% | 1222 |
|
|
2025
Q4 | $215K | Sell |
1,032
-136
| -12% | -$30.6K | ﹤0.01% | 1336 |
|
|
2025
Q3 | $321K | Buy |
1,168
+615
| +111% | +$186K | 0.01% | 1062 |
|
|
2025
Q2 | $226K | Buy |
553
+354
| +178% | +$136K | 0.01% | 1209 |
|
|
2025
Q1 | $73.5K | Sell |
199
-261
| -57% | -$93.4K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $158K | Buy |
460
+15
| +3% | +$5.42K | 0.01% | 1248 |
|
|
2024
Q3 | $144K | Buy |
445
+8
| +2% | +$2.69K | 0.01% | 1245 |
|
|
2024
Q2 | $131K | Sell |
437
-261
| -37% | -$71.2K | 0.01% | 1242 |
|
|
2024
Q1 | $203K | Sell |
698
-118
| -14% | -$37.9K | 0.01% | 993 |
|
|
2023
Q4 | $317K | Buy |
816
+262
| +47% | +$107K | 0.02% | 744 |
|
|
2023
Q3 | $244K | Sell |
554
-11
| -2% | -$4.57K | 0.01% | 878 |
|
|
2023
Q2 | $208K | Buy |
565
+4
| +0.7% | +$1.36K | 0.01% | 1004 |
|
|
2023
Q1 | $127K | Sell |
561
-990
| -64% | -$370K | 0.01% | 1132 |
|
|
2022
Q4 | $363K | Buy |
1,551
+93
| +6% | +$32.7K | 0.01% | 1042 |
|
|
2022
Q3 | $348K | Buy |
1,458
+361
| +33% | +$154K | 0.01% | 1107 |
|
|
2022
Q2 | $262K | Hold |
1,097
| – | – | 0.01% | 1145 |
|
|
2022
Q1 | $262K | Buy |
1,097
+540
| +97% | +$317K | 0.01% | 1145 |
|
|
2021
Q4 | $365K | Sell |
557
-204
| -27% | -$139K | 0.01% | 708 |
|
|
2021
Q3 | $554K | Buy |
761
+57
| +8% | +$43.2K | 0.01% | 562 |
|
|
2021
Q2 | $510K | Buy |
704
+6
| +0.9% | +$4.04K | 0.01% | 544 |
|
|
2021
Q1 | $431K | Sell |
698
-138
| -17% | -$86.2K | 0.01% | 567 |
|
|
2020
Q4 | $554K | Buy |
836
+80
| +11% | +$50.9K | 0.02% | 477 |
|
|
2020
Q3 | $470K | Buy |
756
+48
| +7% | +$28.3K | 0.03% | 444 |
|
|
2020
Q2 | $364K | Buy |
708
+48
| +7% | +$24.3K | 0.03% | 486 |
|
|
2020
Q1 | $300K | Buy |
660
+13
| +2% | +$6.36K | 0.03% | 454 |
|
|
2019
Q4 | $311K | Buy |
647
+17
| +3% | +$7.82K | 0.02% | 543 |
|
|
2019
Q3 | $252K | Buy |
+630
| New | +$254K | 0.02% | 690 |
|
|
2019
Q1 | $133K | Buy |
390
+118
| +43% | +$38.9K | 0.02% | 588 |
|
|
2018
Q4 | $78K | Buy |
272
+15
| +6% | +$4.71K | ﹤0.01% | 1337 |
|
|
2018
Q3 | $84K | Sell |
257
-2,020
| -89% | -$617K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $668K | Buy |
2,277
+1,017
| +81% | +$292K | 0.03% | 558 |
|
|
2018
Q1 | $423K | Hold |
1,260
| – | – | 0.02% | 685 |
|
|
2017
Q4 | $423K | Sell |
1,260
-2,143
| -63% | -$728K | 0.02% | 684 |
|
|
2017
Q3 | $1.24M | Buy |
3,403
+44
| +1% | +$16.4K | 0.05% | 382 |
|
|
2017
Q2 | $1.13M | Sell |
3,359
-116
| -3% | -$38.7K | 0.05% | 396 |
|
|
2017
Q1 | $1.14M | Buy |
3,475
+269
| +8% | +$85.7K | 0.05% | 394 |
|
|
2016
Q4 | $923K | Buy |
3,206
+472
| +17% | +$127K | 0.04% | 405 |
|
|
2016
Q3 | $738K | Buy |
2,734
+19
| +0.7% | +$4.8K | 0.04% | 446 |
|
|
2016
Q2 | $621K | Buy |
2,715
+2,325
| +596% | +$500K | 0.03% | 478 |
|
|
2016
Q1 | $133K | Buy |
+390
| New | +$70K | 0.02% | 588 |
|
Other funds holding CHTR
IFP Advisors's CHTR Position: Q2 2026 in Review
IFP Advisors increased its Charter Communications (CHTR) stake by 105% in Q2 2026, buying an estimated $234K and bringing the position to 2,739 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1156.
IFP Advisors first reported a position in CHTR in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.24M in Q3 2017. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.
- IFP Advisors held 2,739 shares of Charter Communications worth $390K as of Q2 2026.
- IFP Advisors bought 1,405 Charter Communications shares in Q2 2026, an estimated $234K.
- Charter Communications made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1156 holding.
- IFP Advisors first reported a position in Charter Communications in Q1 2016 and has held it in 41 quarters since.
- IFP Advisors's Charter Communications position peaked at $1.24M in Q3 2017.
- 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.