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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $945K | Buy |
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|
2021
Q2 | $827K | Buy |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $138K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $193K | Buy |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $214K | Sell |
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|
2016
Q2 | $226K | Sell |
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|
2016
Q1 | $418K | Buy |
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|
2015
Q4 | $316K | Buy |
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|
2015
Q3 | $136K | Buy |
|
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|
2015
Q2 | $130K | Sell |
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|
2015
Q1 | $195K | Sell |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $147K | Sell |
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|
2014
Q2 | $180K | Sell |
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|
2014
Q1 | $275K | Buy |
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|
2013
Q4 | $165K | Buy |
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|
2013
Q3 | $163K | Sell |
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|
2013
Q2 | $184K | Buy |
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