Stifel Financial Corp Angel Oak Financial Strategies Income Term Trust Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Stifel Financial Corp holds 325,364 shares of FINS stock, worth $4.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

325,364

Previous 293,440 10.88%

Holding current value

$4.35 Million

Previous $3.73 Million 17.69%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$12.82 - $13.57 $409,265 - $433,208	31,924 Added 10.88%	325,364 $4.39 Million
Q4 2024 Feb 13, 2025	BUY	$12.54 - $13.29 $476,858 - $505,378	38,027 Added 14.89%	293,440 $3.73 Million
Q3 2024 Nov 14, 2024	BUY	$12.32 - $13.26 $307,765 - $331,248	24,981 Added 10.84%	255,413 $3.37 Million
Q2 2024 Aug 13, 2024	SELL	$12.13 - $12.63 $7,387 - $7,691	-609 Reduced 0.26%	230,432 $2.85 Million
Q1 2024 May 13, 2024	BUY	$11.85 - $12.49 $139,616 - $147,157	11,782 Added 5.37%	231,041 $2.89 Million
Q4 2023 Feb 12, 2024	BUY	$11.7 - $12.38 $1.18 Million - $1.25 Million	101,201 Added 85.72%	219,259 $2.61 Million
Q3 2023 Nov 13, 2023	BUY	$11.65 - $12.15 $96,986 - $101,148	8,325 Added 7.59%	118,058 $1.42 Million
Q2 2023 Aug 14, 2023	SELL	$11.68 - $12.34 $41,172 - $43,498	-3,525 Reduced 3.11%	109,733 $1.3 Million
Q1 2023 May 12, 2023	BUY	$12.29 - $13.4 $202,514 - $220,805	16,478 Added 17.03%	113,258 $1.4 Million
Q4 2022 Feb 13, 2023	BUY	$12.55 - $13.37 $224,381 - $239,042	17,879 Added 22.66%	96,780 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$13.05 - $14.82 $18,243 - $20,718	-1,398 Reduced 1.74%	78,901 $1.06 Million
Q2 2022 Aug 15, 2022	SELL	$13.41 - $15.98 $47,672 - $56,808	-3,555 Reduced 4.24%	80,299 $1.17 Million
Q1 2022 May 13, 2022	SELL	$15.66 - $16.95 $276,524 - $299,303	-17,658 Reduced 17.39%	83,854 $1.32 Million
Q4 2021 Feb 14, 2022	BUY	$16.16 - $17.3 $1.28 Million - $1.37 Million	79,196 Added 354.88%	101,512 $1.73 Million
Q3 2021 Nov 15, 2021	BUY	$16.97 - $18.45 $73,361 - $79,759	4,323 Added 24.03%	22,316 $380,000
Q2 2021 Aug 13, 2021	BUY	$17.51 - $18.41 $90,334 - $94,977	5,159 Added 40.2%	17,993 $324,000
Q1 2021 May 14, 2021	BUY	$16.66 - $17.66 $213,814 - $226,648	12,834 New	12,834 $224,000
Q3 2020 Nov 16, 2020	SELL	$15.76 - $16.88 $413,085 - $442,441	-26,211 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$15.9 - $17.78 $98,118 - $109,720	6,171 Added 30.79%	26,211 $443,000
Q1 2020 May 14, 2020	BUY	$12.67 - $21.65 $253,906 - $433,866	20,040 New	20,040 $344,000

Others Institutions Holding FINS

# of Institutions

Shares Held

14.5M

Call Options Held

Put Options Held

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About Angel Oak Financial Strategies Income Term Trust

Ticker FINS
Exchange NYSE
Sector ETFs
Industry ETFs

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Stifel Financial Corp Angel Oak Financial Strategies Income Term Trust Transaction History