LPL Financial’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 | $2.33M | Buy |
179,345
+44,660
| +33% | +$580K | ﹤0.01% | 2968 |
|
|
2025
Q1 | $1.82M | Buy |
134,685
+1,835
| +1% | +$24.7K | ﹤0.01% | 3013 |
|
|
2024
Q4 | $1.69M | Buy |
132,850
+1,284
| +1% | +$16.3K | ﹤0.01% | 3006 |
|
|
2024
Q3 | $1.74M | Sell |
131,566
-201
| -0.2% | -$2.66K | ﹤0.01% | 2839 |
|
|
2024
Q2 | $1.63M | Buy |
131,767
+2,850
| +2% | +$35.3K | ﹤0.01% | 2769 |
|
|
2024
Q1 | $1.61M | Sell |
128,917
-11,832
| -8% | -$148K | ﹤0.01% | 2714 |
|
|
2023
Q4 | $1.68M | Sell |
140,749
-10,223
| -7% | -$122K | ﹤0.01% | 2563 |
|
|
2023
Q3 | $1.82M | Sell |
150,972
-12,688
| -8% | -$153K | ﹤0.01% | 2370 |
|
|
2023
Q2 | $1.93M | Sell |
163,660
-26,714
| -14% | -$315K | ﹤0.01% | 2275 |
|
|
2023
Q1 | $2.35M | Sell |
190,374
-14,844
| -7% | -$183K | ﹤0.01% | 2006 |
|
|
2022
Q4 | $2.63M | Sell |
205,218
-4,317
| -2% | -$55.3K | ﹤0.01% | 1870 |
|
|
2022
Q3 | $2.81M | Sell |
209,535
-1,976
| -0.9% | -$26.5K | ﹤0.01% | 1749 |
|
|
2022
Q2 | $3.08M | Sell |
211,511
-4,114
| -2% | -$60K | ﹤0.01% | 1704 |
|
|
2022
Q1 | $3.41M | Sell |
215,625
-117
| -0.1% | -$1.85K | ﹤0.01% | 1669 |
|
|
2021
Q4 | $3.68M | Sell |
215,742
-57,079
| -21% | -$974K | ﹤0.01% | 1652 |
|
|
2021
Q3 | $4.64M | Buy |
272,821
+18,278
| +7% | +$311K | ﹤0.01% | 1446 |
|
|
2021
Q2 | $4.58M | Buy |
254,543
+21,255
| +9% | +$382K | ﹤0.01% | 1393 |
|
|
2021
Q1 | $4.06M | Buy |
233,288
+5,683
| +2% | +$99K | ﹤0.01% | 1359 |
|
|
2020
Q4 | $3.83M | Buy |
227,605
+4,196
| +2% | +$70.7K | 0.01% | 1259 |
|
|
2020
Q3 | $3.76M | Buy |
223,409
+23,074
| +12% | +$389K | 0.01% | 1095 |
|
|
2020
Q2 | $3.39M | Buy |
200,335
+12,173
| +6% | +$206K | 0.01% | 1058 |
|
|
2020
Q1 | $3.22M | Buy |
188,162
+31,285
| +20% | +$535K | 0.01% | 928 |
|
|
2019
Q4 | $3.25M | Buy |
156,877
+85,486
| +120% | +$1.77M | 0.01% | 1058 |
|
|
2019
Q3 | $1.44M | Buy |
+71,391
| New | +$1.44M | ﹤0.01% | 1475 |
|