Commonwealth Equity Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Commonwealth Equity Services’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Buy	191,062 +2,700	+1%	+$21.2K	﹤0.01%	2275
2025 Q4	$1.45M	Sell	188,362 -14,677	-7%	-$115K	﹤0.01%	2261
2025 Q3	$1.61M	Buy	203,039 +10,677	+6%	+$82.3K	﹤0.01%	2195
2025 Q2	$1.45M	Sell	192,362 -3,728	-2%	-$28K	﹤0.01%	2268
2025 Q1	$1.53M	Buy	196,090 +1,600	+0.8%	+$12.5K	﹤0.01%	2124
2024 Q4	$1.5M	Sell	194,490 -2,000	-1%	-$16.1K	﹤0.01%	2074
2024 Q3	$1.61M	Sell	196,490 -1,000	-0.5%	-$8.04K	﹤0.01%	1970
2024 Q2	$1.55M	Hold	197,490	–	–	﹤0.01%	1963
2024 Q1	$1.56M	Sell	197,490 -6,500	-3%	-$51K	﹤0.01%	1938
2023 Q4	$1.57M	Sell	203,990 -32,887	-14%	-$243K	﹤0.01%	1853
2023 Q3	$1.7M	Hold	236,877	–	–	﹤0.01%	1721
2023 Q2	$1.8M	Buy	236,877 +3,128	+1%	+$24.1K	﹤0.01%	1696
2023 Q1	$1.85K	Sell	233,749 -2,700	-1%	-$21.2K	﹤0.01%	1608
2022 Q4	$1.79M	Sell	236,449 -17,638	-7%	-$132K	﹤0.01%	1574
2022 Q3	$1.87M	Sell	254,087 -100	-0%	-$801	﹤0.01%	1466
2022 Q2	$2.05M	Buy	254,187 +8,485	+3%	+$68.6K	0.01%	1416
2022 Q1	$2.11M	Buy	245,702 +600	+0.2%	+$5.43K	﹤0.01%	1470
2021 Q4	$2.36M	Buy	245,102 +16,800	+7%	+$163K	0.01%	1391
2021 Q3	$2.23M	Buy	228,302 +10,017	+5%	+$97.9K	0.01%	1361
2021 Q2	$2.13M	Sell	218,285 -3,000	-1%	-$28.7K	0.01%	1381
2021 Q1	$2.06M	Buy	221,285 +7,500	+4%	+$69.3K	0.01%	1307
2020 Q4	$1.97M	Sell	213,785 -71,717	-25%	-$648K	0.01%	1240
2020 Q3	$2.59M	Sell	285,502 -5,532	-2%	-$49.5K	0.01%	964
2020 Q2	$2.49M	Buy	291,034 +910	+0.3%	+$7.65K	0.01%	913
2020 Q1	$2.44M	Buy	290,124 +55,519	+24%	+$507K	0.01%	806
2019 Q4	$2.13M	Buy	234,605 +27,914	+14%	+$256K	0.01%	998
2019 Q3	$1.9M	Buy	206,691 +2,825	+1%	+$25.8K	0.01%	1004
2019 Q2	$1.82M	Sell	203,866 -2,289	-1%	-$20.3K	0.01%	1011
2019 Q1	$1.82M	Buy	206,155 +7,507	+4%	+$65K	0.01%	964
2018 Q4	$1.66M	Sell	198,648 -1,184	-0.6%	-$9.85K	0.01%	945
2018 Q3	$1.69M	Sell	199,832 -15,335	-7%	-$132K	0.01%	1013
2018 Q2	$1.86M	Buy	215,167 +18,052	+9%	+$157K	0.01%	929
2018 Q1	$1.7M	Buy	197,115 +54,931	+39%	+$497K	0.01%	959
2017 Q4	$1.32M	Buy	142,184 +16,395	+13%	+$156K	0.01%	1075
2017 Q3	$1.22M	Sell	125,789 -6,799	-5%	-$67K	0.01%	1077
2017 Q2	$1.3M	Hold	132,588	–	–	0.01%	1008
2017 Q1	$1.26M	Buy	132,588 +9,588	+8%	+$91.7K	0.01%	999
2016 Q4	$1.17M	Buy	123,000 +2,300	+2%	+$22.8K	0.01%	953
2016 Q3	$1.27M	Sell	120,700 -1,000	-0.8%	-$10.5K	0.01%	884
2016 Q2	$1.29M	Buy	121,700 +800	+0.7%	+$8.43K	0.01%	859
2016 Q1	$1.25M	Buy	120,900 +2,500	+2%	+$26K	0.01%	851
2015 Q4	$1.21M	Sell	118,400 -10,750	-8%	-$108K	0.01%	837
2015 Q3	$1.28M	Sell	129,150 -250	-0.2%	-$2.44K	0.01%	776
2015 Q2	$1.26M	Sell	129,400 -8,767	-6%	-$87.2K	0.01%	839
2015 Q1	$1.39M	Sell	138,167 -1,333	-1%	-$13.2K	0.01%	780
2014 Q4	$1.36M	Buy	139,500 +1,750	+1%	+$17.1K	0.02%	736
2014 Q3	$1.34M	Hold	137,750	–	–	0.02%	720
2014 Q2	$1.34M	Sell	137,750 -750	-0.5%	-$7.22K	0.02%	721
2014 Q1	$1.32M	Buy	138,500 +2,750	+2%	+$26K	0.02%	670
2013 Q4	$1.23M	Buy	135,750 +27,100	+25%	+$244K	0.02%	667
2013 Q3	$992K	Buy	108,650 +4,500	+4%	+$40.6K	0.02%	725
2013 Q2	$989K	Buy	+104,150	New	+$1.04M	0.02%	678