Chicago Partners Investment Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,138
| Closed | -$134K | – | 1107 |
|
|
2025
Q1 | $134K | Sell |
10,138
-102,878
| -91% | -$1.36M | ﹤0.01% | 889 |
|
|
2024
Q4 | $1.47M | Buy |
113,016
+245
| +0.2% | +$3.19K | 0.05% | 275 |
|
|
2024
Q3 | $1.47M | Sell |
112,771
-296
| -0.3% | -$3.86K | 0.05% | 267 |
|
|
2024
Q2 | $1.42M | Buy |
113,067
+255
| +0.2% | +$3.21K | 0.06% | 266 |
|
|
2024
Q1 | $1.39M | Buy |
112,812
+250
| +0.2% | +$3.09K | 0.06% | 257 |
|
|
2023
Q4 | $1.37M | Buy |
112,562
+249
| +0.2% | +$3.03K | 0.06% | 253 |
|
|
2023
Q3 | $1.32M | Buy |
112,313
+153
| +0.1% | +$1.8K | 0.07% | 242 |
|
|
2023
Q2 | $1.32M | Sell |
112,160
-16,286
| -13% | -$191K | 0.07% | 250 |
|
|
2023
Q1 | $1.55M | Buy |
128,446
+129
| +0.1% | +$1.56K | 0.09% | 209 |
|
|
2022
Q4 | $1.71M | Buy |
128,317
+183
| +0.1% | +$2.44K | 0.1% | 185 |
|
|
2022
Q3 | $1.64M | Buy |
128,134
+182
| +0.1% | +$2.34K | 0.12% | 159 |
|
|
2022
Q2 | $1.89M | Buy |
127,952
+426
| +0.3% | +$6.31K | 0.14% | 141 |
|
|
2022
Q1 | $1.82M | Buy |
127,526
+163
| +0.1% | +$2.33K | 0.14% | 140 |
|
|
2021
Q4 | $2.07M | Buy |
127,363
+33,997
| +36% | +$553K | 0.15% | 140 |
|
|
2021
Q3 | $1.58M | Buy |
93,366
+7,695
| +9% | +$130K | 0.11% | 165 |
|
|
2021
Q2 | $1.56M | Buy |
85,671
+2,761
| +3% | +$50.4K | 0.12% | 150 |
|
|
2021
Q1 | $1.49M | Buy |
+82,910
| New | +$1.49M | 0.12% | 146 |
|