Envestnet Asset 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
Q2 | $1.92M | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $161K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $661K | Sell |
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|
2022
Q2 | $896K | Buy |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $857K | Buy |
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