Wedbush Securities’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 | $209K | Sell |
16,086
-500
| -3% | -$6.5K | 0.01% | 1035 |
|
|
2025
Q1 | $224K | Sell |
16,586
-1,173
| -7% | -$15.8K | 0.01% | 959 |
|
|
2024
Q4 | $226K | Buy |
17,759
+1,900
| +12% | +$24.2K | 0.01% | 968 |
|
|
2024
Q3 | $210K | Sell |
15,859
-4,156
| -21% | -$55K | 0.01% | 974 |
|
|
2024
Q2 | $248K | Sell |
20,015
-11,995
| -37% | -$149K | 0.01% | 962 |
|
|
2024
Q1 | $400K | Sell |
32,010
-4,625
| -13% | -$57.8K | 0.01% | 734 |
|
|
2023
Q4 | $436K | Buy |
36,635
+959
| +3% | +$11.4K | 0.02% | 601 |
|
|
2023
Q3 | $430K | Buy |
35,676
+45
| +0.1% | +$542 | 0.02% | 579 |
|
|
2023
Q2 | $421K | Sell |
35,631
-2,251
| -6% | -$26.6K | 0.02% | 613 |
|
|
2023
Q1 | $467K | Buy |
37,882
+38
| +0.1% | +$468 | 0.02% | 561 |
|
|
2022
Q4 | $485K | Buy |
37,844
+3,603
| +11% | +$46.2K | 0.03% | 528 |
|
|
2022
Q3 | $459K | Buy |
34,241
+19,319
| +129% | +$259K | 0.03% | 538 |
|
|
2022
Q2 | $218K | Sell |
14,922
-9,689
| -39% | -$142K | 0.01% | 900 |
|
|
2022
Q1 | $389K | Sell |
24,611
-4,224
| -15% | -$66.8K | 0.02% | 679 |
|
|
2021
Q4 | $492K | Sell |
28,835
-390
| -1% | -$6.65K | 0.02% | 637 |
|
|
2021
Q3 | $497K | Buy |
29,225
+101
| +0.3% | +$1.72K | 0.02% | 616 |
|
|
2021
Q2 | $524K | Buy |
29,124
+3,338
| +13% | +$60.1K | 0.02% | 603 |
|
|
2021
Q1 | $449K | Sell |
25,786
-491
| -2% | -$8.55K | 0.02% | 621 |
|
|
2020
Q4 | $442K | Sell |
26,277
-14,902
| -36% | -$251K | 0.04% | 508 |
|
|
2020
Q3 | $694K | Buy |
41,179
+8,750
| +27% | +$147K | 0.07% | 313 |
|
|
2020
Q2 | $548K | Buy |
32,429
+3,679
| +13% | +$62.2K | 0.05% | 390 |
|
|
2020
Q1 | $492K | Sell |
28,750
-1,250
| -4% | -$21.4K | 0.06% | 356 |
|
|
2019
Q4 | $621K | Buy |
30,000
+5,500
| +22% | +$114K | 0.06% | 385 |
|
|
2019
Q3 | $494K | Buy |
24,500
+6,000
| +32% | +$121K | 0.05% | 455 |
|
|
2019
Q2 | $372K | Buy |
+18,500
| New | +$372K | 0.04% | 549 |
|