Avalon Investment & Advisory’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-77,572
Closed -$3.6M 312
2022
Q1
$3.6M Buy
77,572
+8,617
+12% +$400K 0.09% 140
2021
Q4
$3.86M Sell
68,955
-9,873
-13% -$552K 0.1% 138
2021
Q3
$4.06M Buy
+78,828
New +$4.06M 0.09% 152