Sfi Advisors, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Sfi Advisors, LLC

$140 Million
Q3 2024

A detailed history of Sfi Advisors, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Sfi Advisors, LLC holds 13,513 shares of FINS stock, worth $172,696. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,513

Previous 13,813 2.17%

Holding current value

$172,696

Previous $170,000 4.71%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$12.32 - $13.26 $3,696 - $3,978	-300 Reduced 2.17%	13,513 $178,000
Q2 2024 Aug 14, 2024	SELL	$12.13 - $12.63 $519,321 - $540,728	-42,813 Reduced 75.61%	13,813 $170,000
Q1 2024 May 13, 2024	BUY	$11.85 - $12.49 $150,198 - $158,310	12,675 Added 28.84%	56,626 $707,000
Q4 2023 Jan 30, 2024	BUY	$11.7 - $12.38 $34,409 - $36,409	2,941 Added 7.17%	43,951 $523,000
Q3 2023 Oct 30, 2023	BUY	$11.65 - $12.15 $133,287 - $139,008	11,441 Added 38.69%	41,010 $493,000
Q2 2023 Aug 18, 2023	BUY	$11.68 - $12.34 $87,903 - $92,870	7,526 Added 34.14%	29,569 $349,000
Q1 2023 May 15, 2023	BUY	$12.29 - $13.4 $94,903 - $103,474	7,722 Added 53.92%	22,043 $271,000
Q4 2021 Feb 15, 2022	BUY	$16.16 - $17.3 $231,427 - $247,753	14,321 New	14,321 $248,000

Others Institutions Holding FINS

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

View Full List

About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FINS

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