Shaker Financial Services’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 | $2.13M | Buy |
163,730
+30,346
| +23% | +$394K | 0.77% | 47 |
|
|
2025
Q1 | $1.8M | Sell |
133,384
-21,284
| -14% | -$287K | 0.7% | 49 |
|
|
2024
Q4 | $1.96M | Buy |
154,668
+55,865
| +57% | +$709K | 0.75% | 40 |
|
|
2024
Q3 | $1.31M | Buy |
98,803
+14,732
| +18% | +$195K | 0.49% | 60 |
|
|
2024
Q2 | $1.04M | Buy |
+84,071
| New | +$1.04M | 0.42% | 70 |
|
|
2024
Q1 | – | Sell |
-33,246
| Closed | -$396K | – | 165 |
|
|
2023
Q4 | $396K | Buy |
33,246
+23,225
| +232% | +$277K | 0.16% | 117 |
|
|
2023
Q3 | $121K | Sell |
10,021
-59,281
| -86% | -$714K | 0.06% | 152 |
|
|
2023
Q2 | $818K | Buy |
69,302
+19,392
| +39% | +$229K | 0.36% | 86 |
|
|
2023
Q1 | $615K | Buy |
+49,910
| New | +$615K | 0.27% | 100 |
|
|
2022
Q4 | – | Sell |
-46,654
| Closed | -$625K | – | 156 |
|
|
2022
Q3 | $625K | Buy |
+46,654
| New | +$625K | 0.31% | 86 |
|
|
2022
Q1 | – | Sell |
-189,976
| Closed | -$3.24M | – | 160 |
|
|
2021
Q4 | $3.24M | Buy |
189,976
+13,218
| +7% | +$226K | 1.14% | 23 |
|
|
2021
Q3 | $3.01M | Buy |
176,758
+78,444
| +80% | +$1.33M | 1.2% | 26 |
|
|
2021
Q2 | $1.77M | Sell |
98,314
-74,435
| -43% | -$1.34M | 0.66% | 56 |
|
|
2021
Q1 | $3.01M | Sell |
172,749
-8,802
| -5% | -$153K | 1.2% | 24 |
|
|
2020
Q4 | $3.06M | Buy |
+181,551
| New | +$3.06M | 1.27% | 22 |
|
|
2020
Q3 | – | Sell |
-26,291
| Closed | -$444K | – | 171 |
|
|
2020
Q2 | $444K | Buy |
+26,291
| New | +$444K | 0.25% | 106 |
|