Steward Partners Investment Advisory’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
Q1 | – | Sell |
-1,417
| Closed | -$18K | – | 4059 |
|
|
2024
Q4 | $18K | Sell |
1,417
-1,583
| -53% | -$20.1K | ﹤0.01% | 2846 |
|
|
2024
Q3 | $39.7K | Buy |
3,000
+1,583
| +112% | +$20.9K | ﹤0.01% | 2351 |
|
|
2024
Q2 | $17.5K | Hold |
1,417
| – | – | ﹤0.01% | 2586 |
|
|
2024
Q1 | $17.7K | Hold |
1,417
| – | – | ﹤0.01% | 2566 |
|
|
2023
Q4 | $16.9K | Buy |
1,417
+1,231
| +662% | +$14.7K | ﹤0.01% | 2477 |
|
|
2023
Q3 | $2.24K | Hold |
186
| – | – | ﹤0.01% | 3061 |
|
|
2023
Q2 | $2.2K | Hold |
186
| – | – | ﹤0.01% | 3011 |
|
|
2023
Q1 | $2.29K | Hold |
186
| – | – | ﹤0.01% | 2989 |
|
|
2022
Q4 | $2.38K | Hold |
186
| – | – | ﹤0.01% | 2986 |
|
|
2022
Q3 | $2K | Hold |
186
| – | – | ﹤0.01% | 3013 |
|
|
2022
Q2 | $3K | Hold |
186
| – | – | ﹤0.01% | 2911 |
|
|
2022
Q1 | $3K | Hold |
186
| – | – | ﹤0.01% | 3013 |
|
|
2021
Q4 | $3K | Hold |
186
| – | – | ﹤0.01% | 2940 |
|
|
2021
Q3 | $3K | Hold |
186
| – | – | ﹤0.01% | 2920 |
|
|
2021
Q2 | $3K | Hold |
186
| – | – | ﹤0.01% | 6768 |
|
|
2021
Q1 | $3.24K | Hold |
186
| – | – | ﹤0.01% | 3117 |
|
|
2020
Q4 | $3K | Sell |
186
-49
| -21% | -$790 | ﹤0.01% | 2624 |
|
|
2020
Q3 | $4K | Hold |
235
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q2 | $4K | Hold |
235
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q1 | $4K | Hold |
235
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q4 | $4K | Buy |
+235
| New | +$4K | ﹤0.01% | 2295 |
|