Stratos Wealth Partners’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
Q1 | – | Sell |
-689
| Closed | -$236K | – | 1388 |
|
|
2024
Q4 | $236K | Buy |
689
+13
| +2% | +$4.7K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $219K | Sell |
676
-180
| -21% | -$60.5K | ﹤0.01% | 1297 |
|
|
2024
Q2 | $256K | Sell |
856
-347
| -29% | -$94.7K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $350K | Buy |
1,203
+298
| +33% | +$95.8K | 0.01% | 1031 |
|
|
2023
Q4 | $352K | Buy |
905
+8
| +0.9% | +$3.26K | 0.01% | 1008 |
|
|
2023
Q3 | $395K | Buy |
897
+10
| +1% | +$4.16K | 0.01% | 910 |
|
|
2023
Q2 | $326K | Buy |
887
+91
| +11% | +$31.1K | 0.01% | 929 |
|
|
2023
Q1 | $285K | Sell |
796
-11
| -1% | -$4.11K | 0.01% | 895 |
|
|
2022
Q4 | $274K | Buy |
807
+147
| +22% | +$51.7K | 0.01% | 925 |
|
|
2022
Q3 | $200K | Buy |
660
+67
| +11% | +$28.7K | 0.01% | 1024 |
|
|
2022
Q2 | $278K | Buy |
593
+21
| +4% | +$10.2K | 0.01% | 957 |
|
|
2022
Q1 | $312K | Sell |
572
-48
| -8% | -$28.2K | 0.01% | 973 |
|
|
2021
Q4 | $404K | Buy |
620
+69
| +13% | +$47K | 0.01% | 890 |
|
|
2021
Q3 | $401K | Buy |
551
+46
| +9% | +$34.9K | 0.01% | 836 |
|
|
2021
Q2 | $365K | Sell |
505
-9
| -2% | -$6.06K | 0.01% | 893 |
|
|
2021
Q1 | $317K | Hold |
514
| – | – | 0.01% | 865 |
|
|
2020
Q4 | $340K | Buy |
514
+6
| +1% | +$3.82K | 0.01% | 807 |
|
|
2020
Q3 | $317K | Buy |
508
+26
| +5% | +$15.3K | 0.01% | 762 |
|
|
2020
Q2 | $246K | Sell |
482
-2
| -0.4% | -$1.01K | 0.01% | 827 |
|
|
2020
Q1 | $211K | Sell |
484
-100
| -17% | -$48.9K | 0.01% | 800 |
|
|
2019
Q4 | $283K | Sell |
584
-12
| -2% | -$5.52K | 0.01% | 776 |
|
|
2019
Q3 | $246K | Sell |
596
-71
| -11% | -$28.7K | 0.01% | 793 |
|
|
2019
Q2 | $264K | Sell |
667
-9
| -1% | -$3.37K | 0.01% | 773 |
|
|
2019
Q1 | $235K | Buy |
+676
| New | +$223K | 0.01% | 805 |
|
|
2018
Q4 | – | Sell |
-701
| Closed | -$228K | – | 1077 |
|
|
2018
Q3 | $228K | Buy |
701
+1
| +0.1% | +$305 | 0.01% | 794 |
|
|
2018
Q2 | $205K | Sell |
700
-76
| -10% | -$21.8K | 0.01% | 894 |
|
|
2018
Q1 | $242K | Buy |
776
+64
| +9% | +$22.5K | 0.01% | 827 |
|
|
2017
Q4 | $239K | Buy |
+712
| New | +$242K | 0.01% | 791 |
|
|
2017
Q2 | – | Sell |
-872
| Closed | -$286K | – | 833 |
|
|
2017
Q1 | $286K | Buy |
+872
| New | +$278K | 0.02% | 595 |
|
Other funds holding CHTR
Stratos Wealth Partners's CHTR Position: Q1 2025 in Review
Stratos Wealth Partners sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 689 shares — an estimated $236K sold.
Stratos Wealth Partners first reported a position in CHTR in Q1 2017 and held it in 29 quarters. The position peaked at $404K in Q4 2021. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.
- Stratos Wealth Partners reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
- Stratos Wealth Partners sold 689 Charter Communications shares in Q1 2025, an estimated $236K.
- Stratos Wealth Partners first reported a position in Charter Communications in Q1 2017 and held it in 29 quarters.
- Stratos Wealth Partners's Charter Communications position peaked at $404K in Q4 2021.
- 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.
Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.