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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.7K | Sell |
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|
2025
Q2 | $34.7K | Hold |
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|
2025
Q1 | $31.3K | Hold |
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|
2024
Q4 | $29.1K | Hold |
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|
2024
Q3 | $27.5K | Hold |
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|
2024
Q2 | $25.4K | Sell |
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|
2024
Q1 | $25K | Hold |
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|
2023
Q4 | $33.4K | Hold |
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|
2023
Q3 | $37.8K | Hold |
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|
2023
Q2 | $31.6K | Hold |
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|
2023
Q1 | $30.8K | Hold |
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|
2022
Q4 | $29.2K | Sell |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | $54K | Buy |
|