Kestra Advisory Services’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
2025
Q1
$592K Sell
2024
Q4
$591K Buy
2024
Q3
$498K Sell
2024
Q2
$496K Sell
2024
Q1
$600K Buy
2023
Q4
$609K Sell
2023
Q3
$804K Sell
2023
Q2
$695K Buy
2023
Q1
$543K Sell
2022
Q4
$852K Sell
2022
Q3
$805K Sell
2022
Q2
$1.34M Buy
2022
Q1
$910K Buy
2021
Q4
$648K Sell
2021
Q3
$994K Buy
2021
Q2
$903K Buy
2021
Q1
$704K Buy
2020
Q4
$606K Buy
2020
Q3
$779K Buy