Affinity Investment Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,562
| Closed | -$631K | – | 133 |
|
|
2023
Q4 | $631K | Buy |
+11,562
| New | +$631K | 0.43% | 71 |
|
|
2021
Q3 | – | Sell |
-22,016
| Closed | -$1.02M | – | 171 |
|
|
2021
Q2 | $1.02M | Sell |
22,016
-10
| -0% | -$464 | 0.46% | 76 |
|
|
2021
Q1 | $1.04M | Hold |
22,026
| – | – | 0.38% | 79 |
|
|
2020
Q4 | $827K | Buy |
+22,026
| New | +$827K | 0.33% | 85 |
|