Dakota Wealth Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $834K | Hold |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $828K | Hold |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $442K | Buy |
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