Steward Partners Investment Advisory’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 | $316K | Buy |
773
+11
| +1% | +$4.5K | ﹤0.01% | 1532 |
|
|
2025
Q1 | $281K | Buy |
762
+62
| +9% | +$22.8K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $240K | Sell |
700
-31
| -4% | -$10.6K | ﹤0.01% | 1508 |
|
|
2024
Q3 | $237K | Buy |
731
+37
| +5% | +$12K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $207K | Sell |
694
-136
| -16% | -$40.7K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $241K | Sell |
830
-35
| -4% | -$10.2K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $336K | Sell |
865
-143
| -14% | -$55.6K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $443K | Sell |
1,008
-46
| -4% | -$20.2K | 0.01% | 965 |
|
|
2023
Q2 | $387K | Buy |
1,054
+13
| +1% | +$4.78K | 0.01% | 1029 |
|
|
2023
Q1 | $372K | Sell |
1,041
-25
| -2% | -$8.94K | 0.01% | 1030 |
|
|
2022
Q4 | $361K | Sell |
1,066
-8
| -0.7% | -$2.71K | 0.01% | 1015 |
|
|
2022
Q3 | $326K | Hold |
1,074
| – | – | 0.01% | 1004 |
|
|
2022
Q2 | $503K | Buy |
1,074
+1
| +0.1% | +$468 | 0.01% | 848 |
|
|
2022
Q1 | $585K | Sell |
1,073
-5
| -0.5% | -$2.73K | 0.01% | 871 |
|
|
2021
Q4 | $703K | Buy |
1,078
+21
| +2% | +$13.7K | 0.01% | 823 |
|
|
2021
Q3 | $769K | Buy |
1,057
+66
| +7% | +$48K | 0.01% | 750 |
|
|
2021
Q2 | $715K | Sell |
991
-92
| -8% | -$66.4K | 0.01% | 798 |
|
|
2021
Q1 | $668K | Buy |
1,083
+160
| +17% | +$98.7K | 0.01% | 775 |
|
|
2020
Q4 | $611K | Buy |
923
+184
| +25% | +$122K | 0.01% | 700 |
|
|
2020
Q3 | $461K | Buy |
739
+19
| +3% | +$11.9K | 0.01% | 694 |
|
|
2020
Q2 | $367K | Hold |
720
| – | – | 0.01% | 713 |
|
|
2020
Q1 | $314K | Sell |
720
-2,017
| -74% | -$880K | 0.01% | 666 |
|
|
2019
Q4 | $1.33M | Sell |
2,737
-14
| -0.5% | -$6.79K | 0.04% | 382 |
|
|
2019
Q3 | $1.13M | Buy |
2,751
+112
| +4% | +$46.1K | 0.04% | 381 |
|
|
2019
Q2 | $1.04M | Sell |
2,639
-41
| -2% | -$16.2K | 0.04% | 382 |
|
|
2019
Q1 | $929K | Sell |
2,680
-5
| -0.2% | -$1.73K | 0.04% | 376 |
|
|
2018
Q4 | $765K | Buy |
2,685
+11
| +0.4% | +$3.13K | 0.04% | 392 |
|
|
2018
Q3 | $871K | Buy |
2,674
+72
| +3% | +$23.5K | 0.04% | 379 |
|
|
2018
Q2 | $763K | Sell |
2,602
-20
| -0.8% | -$5.87K | 0.05% | 354 |
|
|
2018
Q1 | $816K | Buy |
2,622
+2,101
| +403% | +$654K | 0.06% | 304 |
|
|
2017
Q4 | $175K | Buy |
521
+24
| +5% | +$8.06K | 0.01% | 538 |
|
|
2017
Q3 | $180K | Buy |
497
+79
| +19% | +$28.6K | 0.02% | 456 |
|
|
2017
Q2 | $140K | Buy |
418
+2
| +0.5% | +$670 | 0.02% | 455 |
|
|
2017
Q1 | $136K | Buy |
+416
| New | +$136K | 0.02% | 386 |
|