Transamerica Financial Advisors’s Angel Oak Income ETF CARY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
75,516
-1,971
| -3% | -$41K | 0.15% | 116 |
|
|
2025
Q1 | $1.61M | Sell |
77,487
-3,292
| -4% | -$68.4K | 0.16% | 120 |
|
|
2024
Q4 | $1.66M | Sell |
80,779
-2,792
| -3% | -$57.5K | 0.16% | 116 |
|
|
2024
Q3 | $1.77M | Sell |
83,571
-13,966
| -14% | -$296K | 0.17% | 115 |
|
|
2024
Q2 | $2.01M | Hold |
97,537
| – | – | 0.21% | 99 |
|
|
2024
Q1 | $2M | Buy |
97,537
+84,337
| +639% | +$1.73M | 0.2% | 106 |
|
|
2023
Q4 | $271K | Buy |
13,200
+1,165
| +10% | +$23.9K | 0.04% | 223 |
|
|
2023
Q3 | $242K | Buy |
+12,035
| New | +$242K | 0.03% | 209 |
|