SOA Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$299 | 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% | -$339 | 0.01% | 347 |
|
|
2022
Q3 | $26K | Hold |
87
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $40K | Sell |
87
-12
| -12% | -$5.52K | 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% | -$1.46K | 0.02% | 263 |
|
|
2021
Q2 | $72K | Buy |
101
+4
| +4% | +$2.85K | 0.02% | 266 |
|
|
2021
Q1 | $59K | Buy |
97
+8
| +9% | +$4.87K | 0.02% | 250 |
|
|
2020
Q4 | $54K | Buy |
+89
| New | +$54K | 0.01% | 251 |
|