Amalgamated Bank’s Axos Financial AX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
15,272
-173
-1% -$13.2K 0.01% 993
2025
Q1
$997K Sell
15,445
-519
-3% -$33.5K 0.01% 1022
2024
Q4
$1.12M Buy
15,964
+8
+0.1% +$559 0.01% 1016
2024
Q3
$1M Buy
15,956
+322
+2% +$20.2K 0.01% 1045
2024
Q2
$893K Sell
15,634
-645
-4% -$36.8K 0.01% 1076
2024
Q1
$880K Sell
16,279
-4,106
-20% -$222K 0.01% 1093
2023
Q4
$1.11M Sell
20,385
-832
-4% -$45.4K 0.01% 1122
2023
Q3
$803K Sell
21,217
-727
-3% -$27.5K 0.01% 1200
2023
Q2
$865K Sell
21,944
-1,071
-5% -$42.2K 0.01% 1178
2023
Q1
$850K Sell
23,015
-2,159
-9% -$79.7K 0.01% 1173
2022
Q4
$962K Buy
25,174
+307
+1% +$11.7K 0.01% 1174
2022
Q3
$851K Buy
24,867
+106
+0.4% +$3.63K 0.01% 1170
2022
Q2
$888K Buy
24,761
+26
+0.1% +$932 0.01% 1195
2022
Q1
$1.15M Sell
24,735
-1,204
-5% -$55.8K 0.01% 1137
2021
Q4
$1.45M Sell
25,939
-381
-1% -$21.3K 0.01% 1080
2021
Q3
$1.36M Buy
26,320
+141
+0.5% +$7.27K 0.01% 1097
2021
Q2
$1.21M Buy
26,179
+20,831
+390% +$966K 0.01% 1191
2021
Q1
$251K Sell
5,348
-392
-7% -$18.4K 0.01% 1356
2020
Q4
$215K Buy
+5,740
New +$215K 0.01% 1410
2020
Q2
Sell
-10,292
Closed -$187K 1500
2020
Q1
$187K Sell
10,292
-343
-3% -$6.23K ﹤0.01% 1383
2019
Q4
$322K Buy
10,635
+574
+6% +$17.4K 0.01% 1366
2019
Q3
$278K Sell
10,061
-178
-2% -$4.92K 0.01% 1359
2019
Q2
$279K Buy
10,239
+864
+9% +$23.5K 0.01% 1395
2019
Q1
$272K Buy
9,375
+142
+2% +$4.12K 0.01% 1328
2018
Q4
$232K Buy
+9,233
New +$232K 0.01% 1325
2018
Q3
Sell
-9,612
Closed -$393K 1460
2018
Q2
$393K Buy
9,612
+1,197
+14% +$48.9K 0.01% 1159
2018
Q1
$341K Sell
8,415
-245
-3% -$9.93K 0.01% 1143
2017
Q4
$259K Buy
8,660
+537
+7% +$16.1K 0.01% 1348
2017
Q3
$231K Buy
+8,123
New +$231K 0.01% 1358
2017
Q2
Sell
-7,920
Closed -$207K 1586
2017
Q1
$207K Sell
7,920
-7
-0.1% -$183 0.01% 1358
2016
Q4
$226K Buy
+7,927
New +$226K 0.01% 1322
2015
Q4
Sell
-6,432
Closed -$207K 1211
2015
Q3
$207K Buy
+6,432
New +$207K 0.02% 1132