Alpha DNA Investment Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,818
| Closed | -$531K | – | 204 |
|
|
2024
Q1 | $531K | Buy |
+9,818
| New | +$531K | 0.2% | 122 |
|
|
2023
Q3 | – | Sell |
-19,448
| Closed | -$767K | – | 172 |
|
|
2023
Q2 | $767K | Sell |
19,448
-8,108
| -29% | -$320K | 0.26% | 114 |
|
|
2023
Q1 | $1.02M | Buy |
+27,556
| New | +$1.02M | 0.3% | 112 |
|
|
2021
Q2 | – | Sell |
-31
| Closed | -$1K | – | 145 |
|
|
2021
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 606 |
|