Live Oak Private Wealth’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 | $281K | Buy |
21,670
+11,040
| +104% | +$143K | 0.04% | 158 |
|
|
2025
Q1 | $143K | Hold |
10,630
| – | – | 0.02% | 183 |
|
|
2024
Q4 | $135K | Hold |
10,630
| – | – | 0.02% | 178 |
|
|
2024
Q3 | $141K | Hold |
10,630
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $131K | Hold |
10,630
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $133K | Hold |
10,630
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $127K | Hold |
10,630
| – | – | 0.02% | 164 |
|
|
2023
Q3 | $128K | Hold |
10,630
| – | – | 0.03% | 155 |
|
|
2023
Q2 | $126K | Hold |
10,630
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $131K | Hold |
10,630
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $136K | Hold |
10,630
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $142K | Hold |
10,630
| – | – | 0.03% | 168 |
|
|
2022
Q2 | $155K | Hold |
10,630
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $168K | Buy |
+10,630
| New | +$168K | 0.03% | 165 |
|