SOA Wealth 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
2026 Q1	$14.9K	Hold	69	–	–	﹤0.01%	536
2025 Q4	$14.4K	Sell	69 -10	-13%	-$2.25K	﹤0.01%	548
2025 Q3	$21.7K	Sell	79 -6	-7%	-$1.81K	﹤0.01%	505
2025 Q2	$34.7K	Hold	85	–	–	0.01%	421
2025 Q1	$31.3K	Hold	85	–	–	0.01%	400
2024 Q4	$29.1K	Hold	85	–	–	0.01%	398
2024 Q3	$27.5K	Hold	85	–	–	0.01%	403
2024 Q2	$25.4K	Sell	85 -1	-1%	-$273	0.01%	405
2024 Q1	$25K	Hold	86	–	–	0.01%	406
2023 Q4	$33.4K	Hold	86	–	–	0.01%	346
2023 Q3	$37.8K	Hold	86	–	–	0.01%	322
2023 Q2	$31.6K	Hold	86	–	–	0.01%	348
2023 Q1	$30.8K	Hold	86	–	–	0.01%	350
2022 Q4	$29.2K	Sell	86 -1	-1%	-$351	0.01%	347
2022 Q3	$26K	Hold	87	–	–	0.01%	345
2022 Q2	$40K	Sell	87 -12	-12%	-$5.85K	0.01%	288
2022 Q1	$54K	Hold	99	–	–	0.01%	300
2021 Q4	$65K	Hold	99	–	–	0.02%	264
2021 Q3	$72K	Sell	99 -2	-2%	-$1.52K	0.02%	263
2021 Q2	$72K	Buy	101 +4	+4%	+$2.69K	0.02%	266
2021 Q1	$59K	Buy	97 +8	+9%	+$5K	0.02%	250
2020 Q4	$54K	Buy	+89	New	+$56.7K	0.01%	251