IFG Advisory’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Hold
2025
Q1
$233K Buy
2024
Q4
$259K Buy
2024
Q3
$257K Buy
2024
Q2
$257K Sell
2024
Q1
$278K Buy
2023
Q4
$104K Hold
2023
Q3
$101K Hold
2023
Q2
$97.4K Buy