TJHA
FINS
Thomas J. Herzfeld Advisors’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
+203,446
| New | +$2.64M | 0.94% | 31 |
|
|
2023
Q2 | – | Sell |
-218,277
| Closed | -$2.69M | – | 336 |
|
|
2023
Q1 | $2.69M | Buy |
218,277
+63,774
| +41% | +$786K | 1.09% | 24 |
|
|
2022
Q4 | $1.98M | Sell |
154,503
-64,669
| -30% | -$828K | 0.81% | 42 |
|
|
2022
Q3 | $2.94M | Sell |
219,172
-44,157
| -17% | -$592K | 1.25% | 19 |
|
|
2022
Q2 | $3.84M | Buy |
263,329
+13,406
| +5% | +$195K | 1.59% | 15 |
|
|
2022
Q1 | $3.95M | Buy |
249,923
+19,701
| +9% | +$311K | 1.48% | 16 |
|
|
2021
Q4 | $3.93M | Buy |
230,222
+228,666
| +14,696% | +$3.9M | 1.43% | 19 |
|
|
2021
Q3 | $26K | Buy |
+1,556
| New | +$26K | 0.01% | 153 |
|