Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $181K | Buy |
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|
2024
Q1 | $172K | Buy |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $184K | Buy |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $234K | Sell |
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|
2020
Q1 | $259K | Buy |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $639K | Buy |
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|
2018
Q1 | $563K | Buy |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $877K | Buy |
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|
2017
Q2 | $753K | Buy |
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|
2017
Q1 | $721K | Sell |
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|
2016
Q4 | $721K | Buy |
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|
2016
Q3 | $692K | Buy |
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|
2016
Q2 | $624K | Sell |
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|
2016
Q1 | $719K | Buy |
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|
2015
Q4 | $574K | Buy |
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|
2015
Q3 | $483K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $358K | Buy |
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