Stifel Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.46M | Sell |
173,842
-5,249
| -3% | -$44.1K | ﹤0.01% | 2067 |
|
2025
Q1 | $1.49M | Buy |
179,091
+1,464
| +0.8% | +$12.2K | ﹤0.01% | 1967 |
|
2024
Q4 | $1.42M | Sell |
177,627
-29,695
| -14% | -$238K | ﹤0.01% | 2019 |
|
2024
Q3 | $1.77M | Sell |
207,322
-15,393
| -7% | -$132K | ﹤0.01% | 1858 |
|
2024
Q2 | $1.78M | Buy |
222,715
+6,356
| +3% | +$50.9K | ﹤0.01% | 1796 |
|
2024
Q1 | $1.76M | Buy |
216,359
+22,662
| +12% | +$184K | ﹤0.01% | 1809 |
|
2023
Q4 | $1.57M | Sell |
193,697
-42,393
| -18% | -$344K | ﹤0.01% | 1833 |
|
2023
Q3 | $1.85M | Buy |
236,090
+27,754
| +13% | +$217K | ﹤0.01% | 1643 |
|
2023
Q2 | $1.72M | Sell |
208,336
-12,773
| -6% | -$106K | ﹤0.01% | 1734 |
|
2023
Q1 | $1.91M | Sell |
221,109
-11,514
| -5% | -$99.6K | ﹤0.01% | 1595 |
|
2022
Q4 | $2M | Sell |
232,623
-22,273
| -9% | -$192K | ﹤0.01% | 1522 |
|
2022
Q3 | $2.28M | Buy |
254,896
+90,682
| +55% | +$812K | ﹤0.01% | 1376 |
|
2022
Q2 | $1.61M | Sell |
164,214
-232,966
| -59% | -$2.28M | ﹤0.01% | 1648 |
|
2022
Q1 | $4.65M | Buy |
397,180
+40,227
| +11% | +$471K | 0.01% | 1095 |
|
2021
Q4 | $4.73M | Sell |
356,953
-729
| -0.2% | -$9.66K | 0.01% | 1098 |
|
2021
Q3 | $4.93M | Buy |
357,682
+11,887
| +3% | +$164K | 0.01% | 1029 |
|
2021
Q2 | $4.84M | Buy |
345,795
+43,057
| +14% | +$603K | 0.01% | 1036 |
|
2021
Q1 | $3.87M | Buy |
302,738
+22,493
| +8% | +$288K | 0.01% | 1105 |
|
2020
Q4 | $3.82M | Sell |
280,245
-99,708
| -26% | -$1.36M | 0.01% | 1006 |
|
2020
Q3 | $4.63M | Sell |
379,953
-9,850
| -3% | -$120K | 0.01% | 805 |
|
2020
Q2 | $4.59M | Buy |
389,803
+2,539
| +0.7% | +$29.9K | 0.01% | 761 |
|
2020
Q1 | $4.07M | Buy |
387,264
+149,997
| +63% | +$1.58M | 0.01% | 734 |
|
2019
Q4 | $2.88M | Buy |
237,267
+80,979
| +52% | +$983K | 0.01% | 1125 |
|
2019
Q3 | $1.81M | Buy |
156,288
+8,270
| +6% | +$95.8K | ﹤0.01% | 1382 |
|
2019
Q2 | $1.72M | Buy |
148,018
+3,956
| +3% | +$46.1K | ﹤0.01% | 1452 |
|
2019
Q1 | $1.61M | Sell |
144,062
-6,164
| -4% | -$68.8K | ﹤0.01% | 1369 |
|
2018
Q4 | $1.59M | Buy |
150,226
+91,278
| +155% | +$967K | 0.01% | 1273 |
|
2018
Q3 | $664K | Buy |
58,948
+4,139
| +8% | +$46.6K | ﹤0.01% | 1945 |
|
2018
Q2 | $630K | Buy |
54,809
+38,217
| +230% | +$439K | ﹤0.01% | 1897 |
|
2018
Q1 | $192K | Buy |
16,592
+1,000
| +6% | +$11.6K | ﹤0.01% | 2481 |
|
2017
Q4 | $185K | Buy |
+15,592
| New | +$185K | ﹤0.01% | 2462 |
|