SFI Advisors’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 | – | Sell |
-13,513
| Closed | -$182K | – | 66 |
|
|
2025
Q1 | $182K | Hold |
13,513
| – | – | 0.13% | 64 |
|
|
2024
Q4 | $172K | Hold |
13,513
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $179K | Sell |
13,513
-300
| -2% | -$3.97K | 0.13% | 68 |
|
|
2024
Q2 | $171K | Sell |
13,813
-42,813
| -76% | -$530K | 0.13% | 66 |
|
|
2024
Q1 | $707K | Buy |
56,626
+12,675
| +29% | +$158K | 0.55% | 41 |
|
|
2023
Q4 | $523K | Buy |
43,951
+2,941
| +7% | +$35K | 0.45% | 46 |
|
|
2023
Q3 | $494K | Buy |
41,010
+11,441
| +39% | +$138K | 0.48% | 40 |
|
|
2023
Q2 | $349K | Buy |
29,569
+7,526
| +34% | +$88.9K | 0.33% | 48 |
|
|
2023
Q1 | $272K | Buy |
22,043
+7,722
| +54% | +$95.2K | 0.27% | 51 |
|
|
2022
Q4 | $183K | Hold |
14,321
| – | – | 0.2% | 67 |
|
|
2022
Q3 | $191K | Hold |
14,321
| – | – | 0.22% | 53 |
|
|
2022
Q2 | $208K | Hold |
14,321
| – | – | 0.23% | 48 |
|
|
2022
Q1 | $226 | Hold |
14,321
| – | – | 0.14% | 51 |
|
|
2021
Q4 | $248K | Buy |
+14,321
| New | +$248K | 0.22% | 45 |
|