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