Dakota Wealth Management’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 | $1.08M | Buy |
83,435
+21,585
| +35% | +$280K | 0.02% | 367 |
|
|
2025
Q1 | $834K | Hold |
61,850
| – | – | 0.02% | 408 |
|
|
2024
Q4 | $785K | Sell |
61,850
-750
| -1% | -$9.53K | 0.02% | 406 |
|
|
2024
Q3 | $828K | Hold |
62,600
| – | – | 0.02% | 407 |
|
|
2024
Q2 | $774K | Buy |
62,600
+825
| +1% | +$10.2K | 0.02% | 417 |
|
|
2024
Q1 | $772K | Buy |
61,775
+1,675
| +3% | +$20.9K | 0.02% | 412 |
|
|
2023
Q4 | $716K | Buy |
60,100
+13,175
| +28% | +$157K | 0.03% | 363 |
|
|
2023
Q3 | $565K | Buy |
46,925
+4,525
| +11% | +$54.5K | 0.02% | 380 |
|
|
2023
Q2 | $501K | Buy |
42,400
+6,450
| +18% | +$76.2K | 0.02% | 383 |
|
|
2023
Q1 | $443K | Buy |
35,950
+1,450
| +4% | +$17.9K | 0.03% | 386 |
|
|
2022
Q4 | $442K | Buy |
+34,500
| New | +$442K | 0.03% | 372 |
|