Advantage Alpha Capital Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,321
| Closed | -$214K | – | 122 |
|
|
2025
Q1 | $214K | Sell |
3,321
-5,150
| -61% | -$332K | 0.05% | 136 |
|
|
2024
Q4 | $592K | Buy |
8,471
+961
| +13% | +$67.1K | 0.14% | 118 |
|
|
2024
Q3 | $472K | Buy |
7,510
+591
| +9% | +$37.2K | 0.11% | 139 |
|
|
2024
Q2 | $395K | Sell |
6,919
-727
| -10% | -$41.5K | 0.09% | 116 |
|
|
2024
Q1 | $413K | Sell |
7,646
-2,541
| -25% | -$137K | 0.08% | 128 |
|
|
2023
Q4 | $556K | Buy |
+10,187
| New | +$556K | 0.11% | 105 |
|
|
2022
Q3 | – | Sell |
-10,184
| Closed | -$365K | – | 92 |
|
|
2022
Q2 | $365K | Sell |
10,184
-788
| -7% | -$28.2K | 0.06% | 102 |
|
|
2022
Q1 | $509K | Sell |
10,972
-14,237
| -56% | -$660K | 0.08% | 113 |
|
|
2021
Q4 | $1.41M | Buy |
25,209
+4,680
| +23% | +$262K | 0.2% | 93 |
|
|
2021
Q3 | $1.06M | Sell |
20,529
-5,247
| -20% | -$270K | 0.19% | 94 |
|
|
2021
Q2 | $1.2M | Buy |
25,776
+743
| +3% | +$34.5K | 0.23% | 97 |
|
|
2021
Q1 | $1.18M | Buy |
25,033
+1,609
| +7% | +$75.7K | 0.25% | 98 |
|
|
2020
Q4 | $879K | Buy |
+23,424
| New | +$879K | 0.19% | 90 |
|