Principal Securities’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 | $387K | Buy |
948
+456
| +93% | +$186K | 0.01% | 970 |
|
|
2025
Q1 | $169K | Hold |
492
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q4 | $169K | Buy |
492
+111
| +29% | +$38K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $123K | Buy |
381
+188
| +97% | +$60.9K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $57.7K | Sell |
193
-87
| -31% | -$26K | ﹤0.01% | 1559 |
|
|
2024
Q1 | $81.4K | Sell |
280
-35
| -11% | -$10.2K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $122K | Buy |
+315
| New | +$122K | ﹤0.01% | 1120 |
|