Stifel 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 | $5.21M | Buy |
401,348
+75,984
| +23% | +$986K | 0.01% | 1229 |
|
|
2025
Q1 | $4.39M | Buy |
325,364
+31,924
| +11% | +$430K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $3.73M | Buy |
293,440
+38,027
| +15% | +$483K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $3.38M | Buy |
255,413
+24,981
| +11% | +$330K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $2.85M | Sell |
230,432
-609
| -0.3% | -$7.53K | ﹤0.01% | 1483 |
|
|
2024
Q1 | $2.89M | Buy |
231,041
+11,782
| +5% | +$147K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $2.61M | Buy |
219,259
+101,201
| +86% | +$1.21M | ﹤0.01% | 1488 |
|
|
2023
Q3 | $1.42M | Buy |
118,058
+8,325
| +8% | +$100K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $1.3M | Sell |
109,733
-3,525
| -3% | -$41.6K | ﹤0.01% | 1914 |
|
|
2023
Q1 | $1.4M | Buy |
113,258
+16,478
| +17% | +$203K | ﹤0.01% | 1804 |
|
|
2022
Q4 | $1.24M | Buy |
96,780
+17,879
| +23% | +$229K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $1.06M | Sell |
78,901
-1,398
| -2% | -$18.7K | ﹤0.01% | 1935 |
|
|
2022
Q2 | $1.17M | Sell |
80,299
-3,555
| -4% | -$51.8K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $1.32M | Sell |
83,854
-17,658
| -17% | -$279K | ﹤0.01% | 1916 |
|
|
2021
Q4 | $1.73M | Buy |
101,512
+79,196
| +355% | +$1.35M | ﹤0.01% | 1729 |
|
|
2021
Q3 | $380K | Buy |
22,316
+4,323
| +24% | +$73.6K | ﹤0.01% | 2745 |
|
|
2021
Q2 | $324K | Buy |
17,993
+5,159
| +40% | +$92.9K | ﹤0.01% | 2853 |
|
|
2021
Q1 | $224K | Buy |
+12,834
| New | +$224K | ﹤0.01% | 2959 |
|
|
2020
Q3 | – | Sell |
-26,211
| Closed | -$443K | – | 2906 |
|
|
2020
Q2 | $443K | Buy |
26,211
+6,171
| +31% | +$104K | ﹤0.01% | 2121 |
|
|
2020
Q1 | $344K | Buy |
+20,040
| New | +$344K | ﹤0.01% | 2097 |
|