Steward Partners Investment Advisory’s Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 LMHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-140
Closed -$4K 3494
2021
Q2
$4K Buy
+140
New +$4K ﹤0.01% 6724

Steward Partners Investment Advisory's LMHB Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 (LMHB) in Q3 2021, closing a stake of 140 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in LMHB in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 0 funds tracked by Wall St. Rank hold LMHB as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 140 Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 shares in Q3 2021, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position peaked at $4K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.