HighTower Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
19,640
-164
| -0.8% | -$1.23K | ﹤0.01% | 3367 |
|
|
2025
Q1 | $154K | Sell |
19,804
-2,811
| -12% | -$21.9K | ﹤0.01% | 3239 |
|
|
2024
Q4 | $175K | Buy |
22,615
+10,240
| +83% | +$79.3K | ﹤0.01% | 3205 |
|
|
2024
Q3 | $90K | Buy |
12,375
+2,295
| +23% | +$16.7K | ﹤0.01% | 3300 |
|
|
2024
Q2 | $58K | Sell |
10,080
-800
| -7% | -$4.6K | ﹤0.01% | 3239 |
|
|
2024
Q1 | $66K | Sell |
10,880
-7,642
| -41% | -$46.4K | ﹤0.01% | 3177 |
|
|
2023
Q4 | $126K | Buy |
18,522
+6,539
| +55% | +$44.5K | ﹤0.01% | 3112 |
|
|
2023
Q3 | $64K | Sell |
11,983
-670
| -5% | -$3.58K | ﹤0.01% | 3148 |
|
|
2023
Q2 | $79K | Buy |
12,653
+322
| +3% | +$2.01K | ﹤0.01% | 3078 |
|
|
2023
Q1 | $81K | Sell |
12,331
-9,877
| -44% | -$64.9K | ﹤0.01% | 2943 |
|
|
2022
Q4 | $152K | Buy |
+22,208
| New | +$152K | ﹤0.01% | 2819 |
|