Lido Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
5,729
-1,282
| -18% | -$524K | 0.01% | 504 |
|
|
2025
Q1 | $2.58M | Sell |
7,011
-637
| -8% | -$235K | 0.01% | 459 |
|
|
2024
Q4 | $2.38M | Buy |
7,648
+539
| +8% | +$168K | 0.01% | 452 |
|
|
2024
Q3 | $2.3M | Sell |
7,109
-6
| -0.1% | -$1.95K | 0.01% | 410 |
|
|
2024
Q2 | $2.13M | Sell |
7,115
-18,377
| -72% | -$5.49M | 0.01% | 406 |
|
|
2024
Q1 | $7.41M | Buy |
25,492
+2,508
| +11% | +$729K | 0.04% | 208 |
|
|
2023
Q4 | $8.93M | Buy |
22,984
+15,793
| +220% | +$6.14M | 0.06% | 171 |
|
|
2023
Q3 | $3.16M | Buy |
7,191
+86
| +1% | +$37.8K | 0.02% | 289 |
|
|
2023
Q2 | $2.61M | Sell |
7,105
-118
| -2% | -$43.4K | 0.02% | 303 |
|
|
2023
Q1 | $2.58M | Buy |
7,223
+201
| +3% | +$71.9K | 0.03% | 282 |
|
|
2022
Q4 | $2.38M | Sell |
7,022
-1,192
| -15% | -$404K | 0.03% | 251 |
|
|
2022
Q3 | $2.49M | Buy |
8,214
+108
| +1% | +$32.8K | 0.03% | 205 |
|
|
2022
Q2 | $3.8M | Buy |
8,106
+35
| +0.4% | +$16.4K | 0.05% | 138 |
|
|
2022
Q1 | $4.4M | Buy |
8,071
+814
| +11% | +$444K | 0.05% | 145 |
|
|
2021
Q4 | $4.73M | Buy |
7,257
+294
| +4% | +$192K | 0.05% | 154 |
|
|
2021
Q3 | $5.07M | Buy |
6,963
+191
| +3% | +$139K | 0.07% | 138 |
|
|
2021
Q2 | $4.89M | Sell |
6,772
-644
| -9% | -$465K | 0.07% | 136 |
|
|
2021
Q1 | $4.58M | Sell |
7,416
-11
| -0.1% | -$6.79K | 0.08% | 129 |
|
|
2020
Q4 | $4.91M | Buy |
7,427
+5,667
| +322% | +$3.75M | 0.1% | 109 |
|
|
2020
Q3 | $1.1M | Sell |
1,760
-479
| -21% | -$299K | 0.03% | 220 |
|
|
2020
Q2 | $1.14M | Hold |
2,239
| – | – | 0.03% | 201 |
|
|
2020
Q1 | $977K | Buy |
2,239
+45
| +2% | +$19.6K | 0.04% | 204 |
|
|
2019
Q4 | $1.06M | Sell |
2,194
-514
| -19% | -$249K | 0.04% | 223 |
|
|
2019
Q3 | $1.12M | Buy |
+2,708
| New | +$1.12M | 0.06% | 170 |
|
|
2019
Q1 | – | Sell |
-2,657
| Closed | -$757K | – | 479 |
|
|
2018
Q4 | $757K | Sell |
2,657
-108
| -4% | -$30.8K | 0.07% | 148 |
|
|
2018
Q3 | $901K | Buy |
2,765
+58
| +2% | +$18.9K | 0.09% | 129 |
|
|
2018
Q2 | $793K | Buy |
2,707
+5
| +0.2% | +$1.47K | 0.09% | 129 |
|
|
2018
Q1 | $840K | Sell |
2,702
-18
| -0.7% | -$5.6K | 0.11% | 111 |
|
|
2017
Q4 | $913K | Sell |
2,720
-1
| -0% | -$336 | 0.13% | 88 |
|
|
2017
Q3 | $909K | Hold |
2,721
| – | – | 0.15% | 83 |
|
|
2017
Q2 | $917K | Sell |
2,721
-9
| -0.3% | -$3.03K | 0.19% | 67 |
|
|
2017
Q1 | $884K | Sell |
2,730
-30
| -1% | -$9.71K | 0.24% | 65 |
|
|
2016
Q4 | $795K | Buy |
+2,760
| New | +$795K | 0.2% | 51 |
|