Legacy Financial 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
2025
Q2
$791K Buy
2019
Q2
Sell
2019
Q1
$1K Hold
2018
Q4
$1K Sell
2018
Q3
$5K Buy
2018
Q2
$1K Hold
2018
Q1
$0 Sell
2017
Q4
$27K Buy