Aquatic Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
+17,059
| New | +$1.3M | 0.03% | 579 |
|
|
2025
Q1 | – | Sell |
-16,906
| Closed | -$1.18M | – | 1266 |
|
|
2024
Q4 | $1.18M | Buy |
16,906
+5,106
| +43% | +$357K | 0.03% | 503 |
|
|
2024
Q3 | $742K | Sell |
11,800
-6,500
| -36% | -$409K | 0.02% | 562 |
|
|
2024
Q2 | $1.05M | Sell |
18,300
-15,600
| -46% | -$892K | 0.04% | 391 |
|
|
2024
Q1 | $1.83M | Buy |
33,900
+26,400
| +352% | +$1.43M | 0.06% | 264 |
|
|
2023
Q4 | $410K | Sell |
7,500
-8,500
| -53% | -$465K | 0.01% | 678 |
|
|
2023
Q3 | $606K | Buy |
16,000
+12,500
| +357% | +$473K | 0.03% | 442 |
|
|
2023
Q2 | $138K | Sell |
3,500
-8,200
| -70% | -$323K | 0.01% | 756 |
|
|
2023
Q1 | $432K | Buy |
11,700
+11,400
| +3,800% | +$421K | 0.03% | 439 |
|
|
2022
Q4 | $11K | Sell |
300
-7,100
| -96% | -$260K | ﹤0.01% | 1210 |
|
|
2022
Q3 | $253K | Buy |
+7,400
| New | +$253K | 0.02% | 555 |
|