Stifel Financial’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 | $1.24M | Buy |
5,725
+962
| +20% | +$208K | ﹤0.01% | 2302 |
|
|
2025
Q4 | $994K | Sell |
4,763
-3,447
| -42% | -$775K | ﹤0.01% | 2440 |
|
|
2025
Q3 | $2.26M | Sell |
8,210
-2,762
| -25% | -$835K | ﹤0.01% | 1826 |
|
|
2025
Q2 | $4.49M | Sell |
10,972
-69
| -0.6% | -$26.4K | ﹤0.01% | 1307 |
|
|
2025
Q1 | $4.07M | Sell |
11,041
-2,733
| -20% | -$978K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $4.72M | Sell |
13,774
-544
| -4% | -$197K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $4.64M | Sell |
14,318
-306
| -2% | -$103K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $4.37M | Sell |
14,624
-5,798
| -28% | -$1.58M | ﹤0.01% | 1223 |
|
|
2024
Q1 | $5.94M | Buy |
20,422
+6,970
| +52% | +$2.24M | 0.01% | 1048 |
|
|
2023
Q4 | $5.23M | Buy |
13,452
+2,917
| +28% | +$1.19M | 0.01% | 1077 |
|
|
2023
Q3 | $4.63M | Buy |
10,535
+1,874
| +22% | +$779K | 0.01% | 1070 |
|
|
2023
Q2 | $3.18M | Sell |
8,661
-941
| -10% | -$321K | ﹤0.01% | 1315 |
|
|
2023
Q1 | $3.43M | Sell |
9,602
-581
| -6% | -$217K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $3.45M | Sell |
10,183
-7,533
| -43% | -$2.65M | 0.01% | 1182 |
|
|
2022
Q3 | $5.37M | Sell |
17,716
-4,126
| -19% | -$1.77M | 0.01% | 919 |
|
|
2022
Q2 | $10.2M | Sell |
21,842
-14,727
| -40% | -$7.18M | 0.02% | 644 |
|
|
2022
Q1 | $19.9M | Buy |
36,569
+115
| +0.3% | +$67.5K | 0.03% | 506 |
|
|
2021
Q4 | $23.8M | Sell |
36,454
-2,471
| -6% | -$1.68M | 0.03% | 448 |
|
|
2021
Q3 | $28.3M | Buy |
38,925
+204
| +0.5% | +$155K | 0.04% | 367 |
|
|
2021
Q2 | $27.9M | Buy |
38,721
+243
| +0.6% | +$164K | 0.04% | 355 |
|
|
2021
Q1 | $23.7M | Sell |
38,478
-6,310
| -14% | -$3.94M | 0.04% | 376 |
|
|
2020
Q4 | $29.6M | Sell |
44,788
-5,930
| -12% | -$3.77M | 0.05% | 314 |
|
|
2020
Q3 | $31.7M | Buy |
50,718
+13,129
| +35% | +$7.75M | 0.07% | 261 |
|
|
2020
Q2 | $19.2M | Buy |
37,589
+8,037
| +27% | +$4.08M | 0.04% | 334 |
|
|
2020
Q1 | $12.9M | Buy |
29,552
+1,413
| +5% | +$691K | 0.04% | 379 |
|
|
2019
Q4 | $13.6M | Buy |
28,139
+116
| +0.4% | +$53.4K | 0.03% | 482 |
|
|
2019
Q3 | $11.5M | Buy |
28,023
+7,573
| +37% | +$3.06M | 0.03% | 500 |
|
|
2019
Q2 | $8.11M | Buy |
20,450
+539
| +3% | +$202K | 0.02% | 658 |
|
|
2019
Q1 | $6.93M | Buy |
19,911
+9,358
| +89% | +$3.08M | 0.02% | 671 |
|
|
2018
Q4 | $3.07M | Buy |
10,553
+2,039
| +24% | +$640K | 0.01% | 969 |
|
|
2018
Q3 | $2.77M | Buy |
8,514
+2,322
| +38% | +$709K | 0.01% | 1096 |
|
|
2018
Q2 | $1.82M | Sell |
6,192
-16
| -0.3% | -$4.6K | 0.01% | 1257 |
|
|
2018
Q1 | $1.93M | Sell |
6,208
-12,613
| -67% | -$4.43M | 0.01% | 1178 |
|
|
2017
Q4 | $6.31M | Buy |
18,821
+321
| +2% | +$109K | 0.02% | 682 |
|
|
2017
Q3 | $6.72M | Sell |
18,500
-1,106
| -6% | -$412K | 0.02% | 643 |
|
|
2017
Q2 | $6.59M | Sell |
19,606
-927
| -5% | -$309K | 0.02% | 623 |
|
|
2017
Q1 | $6.75M | Sell |
20,533
-2,805
| -12% | -$893K | 0.03% | 587 |
|
|
2016
Q4 | $6.72M | Sell |
23,338
-142
| -0.6% | -$38.2K | 0.03% | 551 |
|
|
2016
Q3 | $6.33M | Buy |
23,480
+228
| +1% | +$57.6K | 0.03% | 550 |
|
|
2016
Q2 | $5.32M | Buy |
23,252
+8,418
| +57% | +$1.81M | 0.02% | 580 |
|
|
2016
Q1 | $3M | Buy |
14,834
+1,141
| +8% | +$205K | 0.02% | 763 |
|
|
2015
Q4 | $2.51M | Buy |
13,693
+736
| +6% | +$136K | 0.01% | 859 |
|
|
2015
Q3 | $2.28M | Sell |
12,957
-2,330
| -15% | -$425K | 0.01% | 857 |
|
|
2015
Q2 | $2.52M | Buy |
15,287
+8,565
| +127% | +$1.54M | 0.01% | 872 |
|
|
2015
Q1 | $1.3M | Sell |
6,722
-28
| -0.4% | -$4.85K | 0.01% | 1156 |
|
|
2014
Q4 | $1.13M | Buy |
6,750
+4,414
| +189% | +$698K | 0.01% | 1199 |
|
|
2014
Q3 | $354K | Sell |
2,336
-37
| -2% | -$5.86K | ﹤0.01% | 1714 |
|
|
2014
Q2 | $376K | Buy |
+2,373
| New | +$327K | ﹤0.01% | 1660 |
|
Other funds holding CHTR
VCM
VPM
