UBS Group’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 | $12.4M | Buy |
952,187
+197,490
| +26% | +$2.56M | ﹤0.01% | 2244 |
|
|
2025
Q1 | $10.2M | Buy |
754,697
+59,769
| +9% | +$806K | ﹤0.01% | 2341 |
|
|
2024
Q4 | $8.83M | Sell |
694,928
-118
| -0% | -$1.5K | ﹤0.01% | 2471 |
|
|
2024
Q3 | $9.19M | Sell |
695,046
-3,806
| -0.5% | -$50.3K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $8.64M | Sell |
698,852
-17,323
| -2% | -$214K | ﹤0.01% | 1705 |
|
|
2024
Q1 | $8.95M | Sell |
716,175
-105,830
| -13% | -$1.32M | ﹤0.01% | 1686 |
|
|
2023
Q4 | $9.79M | Sell |
822,005
-15,810
| -2% | -$188K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $10.1M | Buy |
837,815
+17,694
| +2% | +$213K | ﹤0.01% | 1393 |
|
|
2023
Q2 | $9.69M | Sell |
820,121
-106,201
| -11% | -$1.25M | ﹤0.01% | 1435 |
|
|
2023
Q1 | $11.4M | Buy |
926,322
+55,447
| +6% | +$684K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $11.2M | Sell |
870,875
-199,653
| -19% | -$2.56M | ﹤0.01% | 1323 |
|
|
2022
Q3 | $14.3M | Buy |
1,070,528
+199,280
| +23% | +$2.67M | 0.01% | 1085 |
|
|
2022
Q2 | $12.7M | Sell |
871,248
-65,013
| -7% | -$948K | 0.01% | 1210 |
|
|
2022
Q1 | $14.8M | Sell |
936,261
-11,032
| -1% | -$174K | ﹤0.01% | 1232 |
|
|
2021
Q4 | $16.2M | Buy |
947,293
+105,390
| +13% | +$1.8M | ﹤0.01% | 1234 |
|
|
2021
Q3 | $14.3M | Buy |
841,903
+13,064
| +2% | +$222K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $14.9M | Sell |
828,839
-5,713
| -0.7% | -$103K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $14.5M | Buy |
834,552
+94,800
| +13% | +$1.65M | ﹤0.01% | 1224 |
|
|
2020
Q4 | $12.5M | Sell |
739,752
-131,859
| -15% | -$2.22M | ﹤0.01% | 1267 |
|
|
2020
Q3 | $14.7M | Buy |
871,611
+89,156
| +11% | +$1.5M | 0.01% | 1073 |
|
|
2020
Q2 | $13.2M | Buy |
782,455
+318,605
| +69% | +$5.38M | 0.01% | 1050 |
|
|
2020
Q1 | $7.93M | Buy |
463,850
+41,541
| +10% | +$710K | ﹤0.01% | 1220 |
|
|
2019
Q4 | $8.74M | Buy |
422,309
+38,537
| +10% | +$797K | ﹤0.01% | 1582 |
|
|
2019
Q3 | $7.74M | Buy |
383,772
+165,972
| +76% | +$3.35M | ﹤0.01% | 1530 |
|
|
2019
Q2 | $4.38M | Buy |
+217,800
| New | +$4.38M | ﹤0.01% | 1907 |
|