LFA
Legacy Financial Advisors’s Charter Communications CHTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $791K | Buy |
+1,936
| New | +$791K | 0.12% | 144 |
|
2019
Q2 | – | Sell |
-3
| Closed | -$1K | – | 261 |
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 957 |
|
2018
Q4 | $1K | Sell |
3
-15
| -83% | -$5K | ﹤0.01% | 886 |
|
2018
Q3 | $5K | Buy |
18
+15
| +500% | +$4.17K | ﹤0.01% | 679 |
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 855 |
|
2018
Q1 | $0 | Sell |
3
-80
| -96% | – | ﹤0.01% | 827 |
|
2017
Q4 | $27K | Buy |
+83
| New | +$27K | 0.01% | 322 |
|