Live Oak Private Wealth’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 | $284K | Hold |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $168K | Buy |
|