Summit Financial Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Hold |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $494K | Hold |
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|
2023
Q3 | $467K | Sell |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $678K | Hold |
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|
2021
Q3 | $692K | Hold |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $657K | Sell |
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|
2020
Q3 | $638K | Sell |
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|
2020
Q2 | $642K | Sell |
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|
2020
Q1 | $683K | Sell |
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|
2019
Q4 | $829K | Sell |
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|
2019
Q3 | $811K | Sell |
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|
2019
Q2 | $842K | Sell |
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|
2019
Q1 | $854K | Hold |
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|
2018
Q4 | $812K | Sell |
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|
2018
Q3 | $895K | Sell |
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|
2018
Q2 | $1.02M | Hold |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $795K | Sell |
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|
2017
Q2 | $913K | Sell |
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|
2017
Q1 | $929K | Sell |
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|
2016
Q4 | $985K | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $877K | Buy |
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|
2015
Q2 | $793K | Buy |
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