TFC Financial Management’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 Q4	–	Sell	-2	Closed	-$551	–	979
2025 Q3	$551	Sell	2 -14	-88%	-$4.23K	﹤0.01%	701
2025 Q2	$6.54K	Buy	16 +8	+100%	+$3.06K	﹤0.01%	404
2025 Q1	$2.95K	Sell	8 -11	-58%	-$3.94K	﹤0.01%	454
2024 Q4	$6.51K	Buy	19 +11	+138%	+$3.98K	﹤0.01%	390
2024 Q3	$2.59K	Hold	8	–	–	﹤0.01%	480
2024 Q2	$2.39K	Sell	8 -2	-20%	-$546	﹤0.01%	460
2024 Q1	$2.91K	Sell	10 -15	-60%	-$4.82K	﹤0.01%	432
2023 Q4	$9.72K	Hold	25	–	–	﹤0.01%	330
2023 Q3	$11K	Sell	25 -32	-56%	-$13.3K	﹤0.01%	336
2023 Q2	$20.9K	Sell	57 -143	-72%	-$48.8K	0.01%	285
2023 Q1	$71.5K	Hold	200	–	–	0.02%	189
2022 Q4	$67.8K	Buy	200 +178	+809%	+$62.5K	0.02%	181
2022 Q3	$7K	Hold	22	–	–	﹤0.01%	339
2022 Q2	$10K	Hold	22	–	–	﹤0.01%	306
2022 Q1	$12K	Hold	22	–	–	﹤0.01%	298
2021 Q4	$14K	Hold	22	–	–	﹤0.01%	306
2021 Q3	$16K	Hold	22	–	–	0.01%	291
2021 Q2	$16K	Hold	22	–	–	0.01%	287
2021 Q1	$14K	Hold	22	–	–	0.01%	286
2020 Q4	$15K	Hold	22	–	–	0.01%	278
2020 Q3	$14K	Buy	+22	New	+$13K	0.01%	263