Larson Financial Group’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 Q1	$17.3K	Sell	80 -1	-1%	-$217	﹤0.01%	1928
2025 Q4	$16.9K	Sell	81 -4	-5%	-$900	﹤0.01%	1811
2025 Q3	$23.4K	Sell	85 -26	-23%	-$7.86K	﹤0.01%	1546
2025 Q2	$45.4K	Buy	111 +14	+14%	+$5.36K	﹤0.01%	1110
2025 Q1	$35.7K	Buy	97 +40	+70%	+$14.3K	﹤0.01%	1148
2024 Q4	$19.5K	Sell	57 -10	-15%	-$3.62K	﹤0.01%	1224
2024 Q3	$21.7K	Buy	67 +50	+294%	+$16.8K	﹤0.01%	1172
2024 Q2	$5.08K	Buy	17 +4	+31%	+$1.09K	﹤0.01%	1446
2024 Q1	$3.78K	Hold	13	–	–	﹤0.01%	1250
2023 Q4	$5.05K	Sell	13 -19	-59%	-$7.75K	﹤0.01%	1180
2023 Q3	$14.1K	Hold	32	–	–	﹤0.01%	908
2023 Q2	$11.8K	Hold	32	–	–	﹤0.01%	883
2023 Q1	$11.4K	Hold	32	–	–	﹤0.01%	886
2022 Q4	$10.9K	Hold	32	–	–	﹤0.01%	839
2022 Q3	$10K	Buy	32 +20	+167%	+$8.56K	﹤0.01%	785
2022 Q2	$6K	Hold	12	–	–	﹤0.01%	821
2022 Q1	$7K	Hold	12	–	–	﹤0.01%	724
2021 Q4	$8K	Hold	12	–	–	﹤0.01%	720
2021 Q3	$9K	Hold	12	–	–	﹤0.01%	606
2021 Q2	$9K	Hold	12	–	–	﹤0.01%	571
2021 Q1	$7K	Hold	12	–	–	﹤0.01%	595
2020 Q4	$8K	Hold	12	–	–	﹤0.01%	520
2020 Q3	$7K	Hold	12	–	–	﹤0.01%	477
2020 Q2	$6K	Hold	12	–	–	﹤0.01%	447
2020 Q1	$5K	Hold	12	–	–	﹤0.01%	361
2019 Q4	$6K	Hold	12	–	–	﹤0.01%	345
2019 Q3	$5K	Hold	12	–	–	﹤0.01%	360
2019 Q2	$5K	Hold	12	–	–	﹤0.01%	304
2019 Q1	$4K	Hold	12	–	–	﹤0.01%	313
2018 Q4	$3K	Buy	+12	New	+$3.76K	﹤0.01%	317