Steward Partners Investment Advisory’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1K | Sell |
7,865
-351
| -4% | -$2.64K | ﹤0.01% | 2396 |
|
|
2025
Q1 | $64.1K | Buy |
8,216
+7,865
| +2,241% | +$61.3K | ﹤0.01% | 2250 |
|
|
2024
Q4 | $2.72K | Hold |
351
| – | – | ﹤0.01% | 3557 |
|
|
2024
Q3 | $2.88K | Hold |
351
| – | – | ﹤0.01% | 3361 |
|
|
2024
Q2 | $2.76K | Hold |
351
| – | – | ﹤0.01% | 3218 |
|
|
2024
Q1 | $2.78K | Sell |
351
-656
| -65% | -$5.2K | ﹤0.01% | 3224 |
|
|
2023
Q4 | $7.75K | Hold |
1,007
| – | – | ﹤0.01% | 2807 |
|
|
2023
Q3 | $7.21K | Hold |
1,007
| – | – | ﹤0.01% | 2697 |
|
|
2023
Q2 | $7.67K | Hold |
1,007
| – | – | ﹤0.01% | 2653 |
|
|
2023
Q1 | $7.96K | Hold |
1,007
| – | – | ﹤0.01% | 2627 |
|
|
2022
Q4 | $7.64K | Hold |
1,007
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q3 | $7K | Sell |
1,007
-330
| -25% | -$2.29K | ﹤0.01% | 2664 |
|
|
2022
Q2 | $11K | Sell |
1,337
-215
| -14% | -$1.77K | ﹤0.01% | 2497 |
|
|
2022
Q1 | $13K | Buy |
+1,552
| New | +$13K | ﹤0.01% | 2559 |
|
|
2021
Q2 | – | Sell |
-33,272
| Closed | -$309K | – | 7352 |
|
|
2021
Q1 | $309K | Buy |
+33,272
| New | +$309K | 0.01% | 1078 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$25K | – | 1893 |
|
|
2018
Q3 | $25K | Hold |
3,000
| – | – | ﹤0.01% | 1467 |
|
|
2018
Q2 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 1367 |
|
|
2018
Q1 | $25K | Sell |
3,000
-1,800
| -38% | -$15K | ﹤0.01% | 1251 |
|
|
2017
Q4 | $44K | Hold |
4,800
| – | – | ﹤0.01% | 874 |
|
|
2017
Q3 | $46K | Buy |
4,800
+3,000
| +167% | +$28.8K | ﹤0.01% | 715 |
|
|
2017
Q2 | $17K | Buy |
+1,800
| New | +$17K | ﹤0.01% | 915 |
|