Envestnet Asset 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 | $1.92M | Buy |
147,729
+94,072
| +175% | +$1.22M | ﹤0.01% | 2856 |
|
|
2025
Q1 | $723K | Buy |
53,657
+28,191
| +111% | +$380K | ﹤0.01% | 3391 |
|
|
2024
Q4 | $323K | Buy |
25,466
+1,164
| +5% | +$14.8K | ﹤0.01% | 3859 |
|
|
2024
Q3 | $321K | Buy |
24,302
+7,483
| +44% | +$98.9K | ﹤0.01% | 3783 |
|
|
2024
Q2 | $208K | Buy |
16,819
+3,906
| +30% | +$48.3K | ﹤0.01% | 3914 |
|
|
2024
Q1 | $161K | Buy |
12,913
+2,298
| +22% | +$28.7K | ﹤0.01% | 3990 |
|
|
2023
Q4 | $126K | Buy |
+10,615
| New | +$126K | ﹤0.01% | 3918 |
|
|
2023
Q2 | – | Sell |
-93,116
| Closed | -$1.15M | – | 3991 |
|
|
2023
Q1 | $1.15M | Buy |
93,116
+6,671
| +8% | +$82.3K | ﹤0.01% | 2579 |
|
|
2022
Q4 | $1.11M | Buy |
86,445
+37,092
| +75% | +$475K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $661K | Sell |
49,353
-12,097
| -20% | -$162K | ﹤0.01% | 2850 |
|
|
2022
Q2 | $896K | Buy |
61,450
+1,821
| +3% | +$26.6K | ﹤0.01% | 2682 |
|
|
2022
Q1 | $942K | Buy |
59,629
+9,419
| +19% | +$149K | ﹤0.01% | 2713 |
|
|
2021
Q4 | $857K | Buy |
+50,210
| New | +$857K | ﹤0.01% | 2727 |
|