AlphaMark 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
Q4 | – | Sell |
-5,091
| Closed | -$320K | – | 625 |
|
|
2024
Q3 | $320K | Sell |
5,091
-438
| -8% | -$27.5K | 0.11% | 177 |
|
|
2024
Q2 | $316K | Sell |
5,529
-47
| -0.8% | -$2.69K | 0.11% | 156 |
|
|
2024
Q1 | $301K | Sell |
5,576
-803
| -13% | -$43.3K | 0.11% | 167 |
|
|
2023
Q4 | $348K | Buy |
+6,379
| New | +$348K | 0.13% | 96 |
|
|
2016
Q2 | – | Sell |
-38,212
| Closed | -$815K | – | 333 |
|
|
2016
Q1 | $815K | Sell |
38,212
-12,152
| -24% | -$259K | 0.43% | 57 |
|
|
2015
Q4 | $1.06M | Buy |
50,364
+10,968
| +28% | +$231K | 0.54% | 56 |
|
|
2015
Q3 | $1.27M | Hold |
39,396
| – | – | 0.71% | 41 |
|
|
2015
Q2 | $1.04M | Sell |
39,396
-436
| -1% | -$11.5K | 0.59% | 45 |
|
|
2015
Q1 | $926K | Buy |
39,832
+5,432
| +16% | +$126K | 0.52% | 46 |
|
|
2014
Q4 | $669K | Buy |
34,400
+1,572
| +5% | +$30.6K | 0.41% | 50 |
|
|
2014
Q3 | $597K | Buy |
32,828
+2,000
| +6% | +$36.4K | 0.38% | 57 |
|
|
2014
Q2 | $566K | Hold |
30,828
| – | – | 0.34% | 67 |
|
|
2014
Q1 | $661K | Sell |
30,828
-12,400
| -29% | -$266K | 0.41% | 62 |
|
|
2013
Q4 | $848K | Hold |
43,228
| – | – | 0.53% | 40 |
|
|
2013
Q3 | $700K | Buy |
+43,228
| New | +$700K | 0.44% | 56 |
|