LPL Financial’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $685K | Sell |
89,164
-101,691
| -53% | -$797K | ﹤0.01% | 4494 |
|
|
2025
Q4 | $1.47M | Buy |
190,855
+20,265
| +12% | +$158K | ﹤0.01% | 3690 |
|
|
2025
Q3 | $1.35M | Buy |
170,590
+13,424
| +9% | +$103K | ﹤0.01% | 3708 |
|
|
2025
Q2 | $1.18M | Sell |
157,166
-4,069
| -3% | -$30.6K | ﹤0.01% | 3600 |
|
|
2025
Q1 | $1.26M | Buy |
161,235
+5,363
| +3% | +$42K | ﹤0.01% | 3356 |
|
|
2024
Q4 | $1.21M | Sell |
155,872
-652
| -0.4% | -$5.25K | ﹤0.01% | 3337 |
|
|
2024
Q3 | $1.28M | Sell |
156,524
-9,695
| -6% | -$78K | ﹤0.01% | 3151 |
|
|
2024
Q2 | $1.31M | Sell |
166,219
-5,017
| -3% | -$39K | ﹤0.01% | 2999 |
|
|
2024
Q1 | $1.36M | Sell |
171,236
-2,042
| -1% | -$16K | ﹤0.01% | 2917 |
|
|
2023
Q4 | $1.33M | Sell |
173,278
-13,385
| -7% | -$98.8K | ﹤0.01% | 2796 |
|
|
2023
Q3 | $1.34M | Sell |
186,663
-1,053
| -0.6% | -$7.91K | ﹤0.01% | 2650 |
|
|
2023
Q2 | $1.43M | Sell |
187,716
-30,820
| -14% | -$238K | ﹤0.01% | 2548 |
|
|
2023
Q1 | $1.73M | Buy |
218,536
+30,231
| +16% | +$237K | ﹤0.01% | 2267 |
|
|
2022
Q4 | $1.43M | Sell |
188,305
-940
| -0.5% | -$7.02K | ﹤0.01% | 2354 |
|
|
2022
Q3 | $1.39M | Buy |
189,245
+2,208
| +1% | +$17.7K | ﹤0.01% | 2273 |
|
|
2022
Q2 | $1.51M | Buy |
187,037
+16,005
| +9% | +$129K | ﹤0.01% | 2249 |
|
|
2022
Q1 | $1.47M | Buy |
171,032
+42,097
| +33% | +$381K | ﹤0.01% | 2293 |
|
|
2021
Q4 | $1.24M | Buy |
128,935
+31,998
| +33% | +$310K | ﹤0.01% | 2465 |
|
|
2021
Q3 | $945K | Buy |
96,937
+12,260
| +14% | +$120K | ﹤0.01% | 2661 |
|
|
2021
Q2 | $827K | Buy |
84,677
+25,020
| +42% | +$239K | ﹤0.01% | 2731 |
|
|
2021
Q1 | $554K | Buy |
59,657
+14,750
| +33% | +$136K | ﹤0.01% | 2937 |
|
|
2020
Q4 | $413K | Buy |
44,907
+10,975
| +32% | +$99.1K | ﹤0.01% | 2926 |
|
|
2020
Q3 | $307K | Buy |
33,932
+17,850
| +111% | +$160K | ﹤0.01% | 2890 |
|
|
2020
Q2 | $138K | Buy |
+16,082
| New | +$135K | ﹤0.01% | 3230 |
|
|
2017
Q2 | – | Sell |
-20,147
| Closed | -$193K | – | 2949 |
|
|
2017
Q1 | $193K | Buy |
20,147
+36
| +0.2% | +$344 | ﹤0.01% | 2504 |
|
|
2016
Q4 | $192K | Sell |
20,111
-240
| -1% | -$2.38K | ﹤0.01% | 2490 |
|
|
2016
Q3 | $214K | Sell |
20,351
-956
| -4% | -$10.1K | ﹤0.01% | 2367 |
|
|
2016
Q2 | $226K | Sell |
21,307
-18,358
| -46% | -$193K | ﹤0.01% | 2304 |
|
|
2016
Q1 | $418K | Buy |
39,665
+9,169
| +30% | +$95.4K | ﹤0.01% | 2278 |
|
|
2015
Q4 | $316K | Buy |
30,496
+16,823
| +123% | +$168K | ﹤0.01% | 2493 |
|
|
2015
Q3 | $136K | Buy |
13,673
+425
| +3% | +$4.15K | ﹤0.01% | 2610 |
|
|
2015
Q2 | $130K | Sell |
13,248
-5,973
| -31% | -$59.4K | ﹤0.01% | 2725 |
|
|
2015
Q1 | $195K | Sell |
19,221
-4,220
| -18% | -$41.9K | ﹤0.01% | 2565 |
|
|
2014
Q4 | $229K | Buy |
23,441
+8,200
| +54% | +$79.9K | ﹤0.01% | 2390 |
|
|
2014
Q3 | $147K | Sell |
15,241
-3,208
| -17% | -$31K | ﹤0.01% | 2548 |
|
|
2014
Q2 | $180K | Sell |
18,449
-10,422
| -36% | -$100K | ﹤0.01% | 2519 |
|
|
2014
Q1 | $275K | Buy |
28,871
+10,608
| +58% | +$100K | ﹤0.01% | 2187 |
|
|
2013
Q4 | $165K | Buy |
18,263
+8
| +0% | +$72 | ﹤0.01% | 2489 |
|
|
2013
Q3 | $163K | Sell |
18,255
-1,157
| -6% | -$10.4K | ﹤0.01% | 2376 |
|
|
2013
Q2 | $184K | Buy |
+19,412
| New | +$193K | ﹤0.01% | 2231 |
|
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