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

Sage Oak Financial, LLC

  • $136 Billion
  • Q3 2025
Number of Shares
5,683
Previous 5,809 2.17%
Holding current value
$1.42 Billion
Previous $1.33 Billion 6.34%
% of portfolio
1.04%
Previous 1.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
N/A
-126 Reduced 2.17%
5,683 $1.42 Billion
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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