Steward Partners Investment Advisory’s Western Asset High Yield Opportunity Fund Inc. HYI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $917K | Buy |
76,584
+1,825
| +2% | +$21.9K | 0.01% | 1025 |
|
2025
Q1 | $885K | Buy |
74,759
+1,163
| +2% | +$13.8K | 0.01% | 971 |
|
2024
Q4 | $870K | Buy |
73,596
+2,271
| +3% | +$26.8K | 0.01% | 926 |
|
2024
Q3 | $883K | Buy |
71,325
+1,692
| +2% | +$20.9K | 0.01% | 900 |
|
2024
Q2 | $808K | Buy |
69,633
+1,680
| +2% | +$19.5K | 0.01% | 880 |
|
2024
Q1 | $813K | Buy |
67,953
+1,059
| +2% | +$12.7K | 0.01% | 873 |
|
2023
Q4 | $809K | Buy |
66,894
+2,160
| +3% | +$26.1K | 0.01% | 800 |
|
2023
Q3 | $744K | Sell |
64,734
-668
| -1% | -$7.68K | 0.01% | 779 |
|
2023
Q2 | $768K | Sell |
65,402
-13,265
| -17% | -$156K | 0.01% | 783 |
|
2023
Q1 | $942K | Buy |
78,667
+2,786
| +4% | +$33.4K | 0.02% | 714 |
|
2022
Q4 | $947K | Buy |
75,881
+1,974
| +3% | +$24.6K | 0.02% | 684 |
|
2022
Q3 | $828K | Sell |
73,907
-6,129
| -8% | -$68.7K | 0.02% | 679 |
|
2022
Q2 | $975K | Buy |
80,036
+2,377
| +3% | +$29K | 0.02% | 640 |
|
2022
Q1 | $1.08M | Buy |
77,659
+3,648
| +5% | +$50.6K | 0.02% | 662 |
|
2021
Q4 | $1.17M | Buy |
74,011
+3,465
| +5% | +$54.6K | 0.02% | 640 |
|
2021
Q3 | $1.12M | Buy |
70,546
+4,941
| +8% | +$78.7K | 0.02% | 623 |
|
2021
Q2 | $1.03M | Buy |
65,605
+2,081
| +3% | +$32.6K | 0.02% | 658 |
|
2021
Q1 | $980K | Buy |
63,524
+701
| +1% | +$10.8K | 0.02% | 654 |
|
2020
Q4 | $969K | Buy |
62,823
+6,354
| +11% | +$98K | 0.02% | 564 |
|
2020
Q3 | $792K | Buy |
56,469
+964
| +2% | +$13.5K | 0.02% | 548 |
|
2020
Q2 | $775K | Buy |
55,505
+5,121
| +10% | +$71.5K | 0.02% | 522 |
|
2020
Q1 | $621K | Buy |
50,384
+47,384
| +1,579% | +$584K | 0.02% | 510 |
|
2019
Q4 | $46K | Hold |
3,000
| – | – | ﹤0.01% | 1436 |
|
2019
Q3 | $45K | Hold |
3,000
| – | – | ﹤0.01% | 1398 |
|
2019
Q2 | $44K | Buy |
+3,000
| New | +$44K | ﹤0.01% | 1377 |
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$15K | – | 1383 |
|
2018
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1694 |
|
2018
Q2 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 1579 |
|