Stifel Financial’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
34,349
-256
| -0.7% | -$2.53K | ﹤0.01% | 2979 |
|
|
2025
Q1 | $353K | Sell |
34,605
-2,108
| -6% | -$21.5K | ﹤0.01% | 2886 |
|
|
2024
Q4 | $372K | Buy |
36,713
+1,112
| +3% | +$11.3K | ﹤0.01% | 2856 |
|
|
2024
Q3 | $388K | Buy |
35,601
+3,040
| +9% | +$33.1K | ﹤0.01% | 2819 |
|
|
2024
Q2 | $334K | Buy |
32,561
+6,394
| +24% | +$65.6K | ﹤0.01% | 2858 |
|
|
2024
Q1 | $266K | Buy |
26,167
+4,200
| +19% | +$42.7K | ﹤0.01% | 2971 |
|
|
2023
Q4 | $225K | Buy |
21,967
+7,414
| +51% | +$75.8K | ﹤0.01% | 3011 |
|
|
2023
Q3 | $134K | Buy |
14,553
+150
| +1% | +$1.38K | ﹤0.01% | 3063 |
|
|
2023
Q2 | $147K | Sell |
14,403
-6,184
| -30% | -$63.1K | ﹤0.01% | 3110 |
|
|
2023
Q1 | $213K | Buy |
20,587
+6,500
| +46% | +$67.3K | ﹤0.01% | 3016 |
|
|
2022
Q4 | $153K | Buy |
+14,087
| New | +$153K | ﹤0.01% | 3045 |
|
|
2021
Q3 | – | Sell |
-42,431
| Closed | -$600K | – | 3398 |
|
|
2021
Q2 | $600K | Sell |
42,431
-790
| -2% | -$11.2K | ﹤0.01% | 2475 |
|
|
2021
Q1 | $579K | Sell |
43,221
-52
| -0.1% | -$697 | ﹤0.01% | 2385 |
|
|
2020
Q4 | $592K | Sell |
43,273
-96
| -0.2% | -$1.31K | ﹤0.01% | 2218 |
|
|
2020
Q3 | $563K | Sell |
43,369
-129
| -0.3% | -$1.68K | ﹤0.01% | 2008 |
|
|
2020
Q2 | $556K | Sell |
43,498
-4,794
| -10% | -$61.3K | ﹤0.01% | 1964 |
|
|
2020
Q1 | $576K | Buy |
48,292
+2,369
| +5% | +$28.3K | ﹤0.01% | 1771 |
|
|
2019
Q4 | $605K | Buy |
45,923
+862
| +2% | +$11.4K | ﹤0.01% | 2142 |
|
|
2019
Q3 | $590K | Sell |
45,061
-1,673
| -4% | -$21.9K | ﹤0.01% | 2079 |
|
|
2019
Q2 | $595K | Buy |
46,734
+141
| +0.3% | +$1.8K | ﹤0.01% | 2124 |
|
|
2019
Q1 | $569K | Buy |
46,593
+2,171
| +5% | +$26.5K | ﹤0.01% | 1987 |
|
|
2018
Q4 | $499K | Buy |
44,422
+1,427
| +3% | +$16K | ﹤0.01% | 1943 |
|
|
2018
Q3 | $488K | Sell |
42,995
-6,889
| -14% | -$78.2K | ﹤0.01% | 2103 |
|
|
2018
Q2 | $581K | Buy |
49,884
+7,437
| +18% | +$86.6K | ﹤0.01% | 1950 |
|
|
2018
Q1 | $491K | Buy |
42,447
+1,156
| +3% | +$13.4K | ﹤0.01% | 1985 |
|
|
2017
Q4 | $509K | Buy |
41,291
+72
| +0.2% | +$888 | ﹤0.01% | 1904 |
|
|
2017
Q3 | $523K | Sell |
41,219
-556
| -1% | -$7.06K | ﹤0.01% | 1859 |
|
|
2017
Q2 | $523K | Sell |
41,775
-1,119
| -3% | -$14K | ﹤0.01% | 1845 |
|
|
2017
Q1 | $518K | Buy |
42,894
+1,252
| +3% | +$15.1K | ﹤0.01% | 1794 |
|
|
2016
Q4 | $500K | Buy |
41,642
+3,766
| +10% | +$45.2K | ﹤0.01% | 1774 |
|
|
2016
Q3 | $502K | Sell |
37,876
-1,132
| -3% | -$15K | ﹤0.01% | 1728 |
|
|
2016
Q2 | $523K | Sell |
39,008
-259
| -0.7% | -$3.47K | ﹤0.01% | 1733 |
|
|
2016
Q1 | $499K | Sell |
39,267
-246
| -0.6% | -$3.13K | ﹤0.01% | 1582 |
|
|
2015
Q4 | $486K | Sell |
39,513
-607
| -2% | -$7.47K | ﹤0.01% | 1681 |
|
|
2015
Q3 | $480K | Sell |
40,120
-30
| -0.1% | -$359 | ﹤0.01% | 1583 |
|
|
2015
Q2 | $466K | Buy |
40,150
+556
| +1% | +$6.45K | ﹤0.01% | 1717 |
|
|
2015
Q1 | $486K | Sell |
39,594
-331
| -0.8% | -$4.06K | ﹤0.01% | 1635 |
|
|
2014
Q4 | $479K | Buy |
39,925
+2,798
| +8% | +$33.6K | ﹤0.01% | 1630 |
|
|
2014
Q3 | $434K | Buy |
37,127
+100
| +0.3% | +$1.17K | ﹤0.01% | 1611 |
|
|
2014
Q2 | $435K | Buy |
37,027
+213
| +0.6% | +$2.5K | ﹤0.01% | 1572 |
|
|
2014
Q1 | $419K | Buy |
+36,814
| New | +$419K | ﹤0.01% | 1522 |
|