SFWA
SBI
Summit Financial Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $377K | Sell |
48,356
-1,250
| -3% | -$9.75K | 0.07% | 104 |
|
|
2024
Q4 | $386K | Hold |
49,606
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $407K | Hold |
49,606
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $390K | Sell |
49,606
-4,000
| -7% | -$31.4K | 0.08% | 93 |
|
|
2024
Q1 | $425K | Sell |
53,606
-10,600
| -17% | -$84K | 0.09% | 89 |
|
|
2023
Q4 | $494K | Hold |
64,206
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $467K | Sell |
64,206
-7,700
| -11% | -$56K | 0.11% | 76 |
|
|
2023
Q2 | $548K | Buy |
71,906
+4,800
| +7% | +$36.6K | 0.13% | 73 |
|
|
2023
Q1 | $531K | Sell |
67,106
-1,450
| -2% | -$11.5K | 0.13% | 78 |
|
|
2022
Q4 | $520K | Sell |
68,556
-4,000
| -6% | -$30.4K | 0.13% | 79 |
|
|
2022
Q3 | $522K | Buy |
72,556
+4,800
| +7% | +$34.5K | 0.15% | 68 |
|
|
2022
Q2 | $549K | Sell |
67,756
-2,000
| -3% | -$16.2K | 0.13% | 74 |
|
|
2022
Q1 | $599K | Sell |
69,756
-1,208
| -2% | -$10.4K | 0.12% | 72 |
|
|
2021
Q4 | $678K | Hold |
70,964
| – | – | 0.13% | 72 |
|
|
2021
Q3 | $692K | Hold |
70,964
| – | – | 0.16% | 61 |
|
|
2021
Q2 | $693K | Sell |
70,964
-1,000
| -1% | -$9.77K | 0.16% | 63 |
|
|
2021
Q1 | $662K | Sell |
71,964
-600
| -0.8% | -$5.52K | 0.17% | 57 |
|
|
2020
Q4 | $657K | Sell |
72,564
-500
| -0.7% | -$4.53K | 0.18% | 57 |
|
|
2020
Q3 | $638K | Sell |
73,064
-1,000
| -1% | -$8.73K | 0.17% | 59 |
|
|
2020
Q2 | $642K | Sell |
74,064
-10,100
| -12% | -$87.5K | 0.17% | 64 |
|
|
2020
Q1 | $683K | Sell |
84,164
-2,000
| -2% | -$16.2K | 0.22% | 60 |
|
|
2019
Q4 | $829K | Sell |
86,164
-2,333
| -3% | -$22.4K | 0.2% | 66 |
|
|
2019
Q3 | $811K | Sell |
88,497
-5,700
| -6% | -$52.2K | 0.2% | 71 |
|
|
2019
Q2 | $842K | Sell |
94,197
-3,092
| -3% | -$27.6K | 0.21% | 77 |
|
|
2019
Q1 | $854K | Hold |
97,289
| – | – | 0.23% | 68 |
|
|
2018
Q4 | $812K | Sell |
97,289
-11,084
| -10% | -$92.5K | 0.26% | 62 |
|
|
2018
Q3 | $895K | Sell |
108,373
-9,667
| -8% | -$79.8K | 0.27% | 64 |
|
|
2018
Q2 | $1.02M | Hold |
118,040
| – | – | 0.34% | 62 |
|
|
2018
Q1 | $1.02M | Sell |
118,040
-1,000
| -0.8% | -$8.64K | 0.34% | 62 |
|
|
2017
Q4 | $1.11M | Buy |
119,040
+37,300
| +46% | +$347K | 0.38% | 63 |
|
|
2017
Q3 | $795K | Sell |
81,740
-11,000
| -12% | -$107K | 0.29% | 73 |
|
|
2017
Q2 | $913K | Sell |
92,740
-4,600
| -5% | -$45.3K | 0.36% | 67 |
|
|
2017
Q1 | $929K | Sell |
97,340
-6,250
| -6% | -$59.6K | 0.41% | 63 |
|
|
2016
Q4 | $985K | Buy |
103,590
+334
| +0.3% | +$3.18K | 0.43% | 60 |
|
|
2016
Q3 | $1.09M | Buy |
103,256
+5,600
| +6% | +$59.1K | 0.47% | 54 |
|
|
2016
Q2 | $1.03M | Buy |
+97,656
| New | +$1.03M | 0.43% | 58 |
|
|
2015
Q4 | – | Sell |
-88,706
| Closed | -$877K | – | 198 |
|
|
2015
Q3 | $877K | Buy |
88,706
+7,000
| +9% | +$69.2K | 0.57% | 40 |
|
|
2015
Q2 | $793K | Buy |
+81,706
| New | +$793K | 0.49% | 41 |
|