Alpha Cubed Investments’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,020	Closed	-$287K	–	271
2024 Q2	$287K	Hold	5,020	–	–	0.01%	215
2024 Q1	$271K	Buy	+5,020	New	+$271K	0.01%	218
2023 Q4	–	Sell	-7,900	Closed	-$299K	–	280
2023 Q3	$299K	Hold	7,900	–	–	0.02%	183
2023 Q2	$312K	Hold	7,900	–	–	0.02%	192
2023 Q1	$292K	Hold	7,900	–	–	0.02%	205
2022 Q4	$302K	Hold	7,900	–	–	0.02%	214
2022 Q3	$270K	Sell	7,900 -2,000	-20%	-$68.4K	0.02%	208
2022 Q2	$355K	Buy	9,900 +100	+1%	+$3.59K	0.03%	202
2022 Q1	$455K	Hold	9,800	–	–	0.03%	202
2021 Q4	$548K	Sell	9,800 -1,000	-9%	-$55.9K	0.04%	167
2021 Q3	$557K	Hold	10,800	–	–	0.04%	154
2021 Q2	$501K	Hold	10,800	–	–	0.04%	159
2021 Q1	$508K	Hold	10,800	–	–	0.04%	156
2020 Q4	$405K	Hold	10,800	–	–	0.03%	171
2020 Q3	$252K	Hold	10,800	–	–	0.02%	186
2020 Q2	$238K	Buy	10,800 +100	+0.9%	+$2.2K	0.03%	185
2020 Q1	$194K	Hold	10,700	–	–	0.02%	199
2019 Q4	$324K	Hold	10,700	–	–	0.03%	183
2019 Q3	$296K	Hold	10,700	–	–	0.03%	188
2019 Q2	$292K	Hold	10,700	–	–	0.03%	188
2019 Q1	$310K	Hold	10,700	–	–	0.04%	171
2018 Q4	$269K	Hold	10,700	–	–	0.04%	165
2018 Q3	$351K	Hold	10,700	–	–	0.04%	208
2018 Q2	$438K	Hold	10,700	–	–	0.06%	132
2018 Q1	$434K	Sell	10,700 -1,400	-12%	-$56.8K	0.06%	142
2017 Q4	$362K	Buy	12,100 +1,400	+13%	+$41.9K	0.05%	168
2017 Q3	$305K	Hold	10,700	–	–	0.05%	167
2017 Q2	$254K	Buy	10,700 +200	+2%	+$4.75K	0.04%	167
2017 Q1	$274K	Hold	10,500	–	–	0.06%	154
2016 Q4	$300K	Hold	10,500	–	–	0.07%	150
2016 Q3	$235K	Buy	+10,500	New	+$235K	0.06%	159