Sage Oak Financial, LLC NORTHERN LTS FD TR IV Transaction History

Sage Oak Financial, LLC

  • $125 Billion
  • Q2 2025
Number of Shares
5,809
Previous 8,815 34.1%
Holding current value
$1.33 Billion
Previous $1.81 Billion 26.47%
% of portfolio
1.07%
Previous 1.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-3,006 Reduced 34.1%
5,809 $1.33 Billion
Q1 2025

May 02, 2025
BUY
N/A
2,803 Added 46.62%
8,815 $1.81 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
6,012 New
6,012 $1.28 Billion
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