Baird Financial Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-43,094
| Closed | -$2.41M | – | 1807 |
|
|
2021
Q4 | $2.41M | Sell |
43,094
-85,941
| -67% | -$4.8M | 0.01% | 862 |
|
|
2021
Q3 | $6.65M | Sell |
129,035
-4,016
| -3% | -$207K | 0.02% | 514 |
|
|
2021
Q2 | $6.17M | Sell |
133,051
-22,092
| -14% | -$1.02M | 0.02% | 535 |
|
|
2021
Q1 | $7.29M | Sell |
155,143
-60,507
| -28% | -$2.84M | 0.02% | 477 |
|
|
2020
Q4 | $8.09M | Sell |
215,650
-4,311
| -2% | -$162K | 0.02% | 428 |
|
|
2020
Q3 | $5.13M | Sell |
219,961
-1,278
| -0.6% | -$29.8K | 0.02% | 489 |
|
|
2020
Q2 | $4.89M | Sell |
221,239
-2,333
| -1% | -$51.5K | 0.02% | 493 |
|
|
2020
Q1 | $4.05M | Buy |
223,572
+1,702
| +0.8% | +$30.9K | 0.02% | 492 |
|
|
2019
Q4 | $6.72M | Sell |
221,870
-21,301
| -9% | -$645K | 0.02% | 470 |
|
|
2019
Q3 | $6.72M | Buy |
243,171
+3,667
| +2% | +$101K | 0.03% | 438 |
|
|
2019
Q2 | $6.53M | Sell |
239,504
-1,238
| -0.5% | -$33.7K | 0.03% | 447 |
|
|
2019
Q1 | $6.97M | Sell |
240,742
-1,390
| -0.6% | -$40.3K | 0.04% | 376 |
|
|
2018
Q4 | $6.1M | Sell |
242,132
-5,675
| -2% | -$143K | 0.04% | 384 |
|
|
2018
Q3 | $8.58M | Buy |
247,807
+7,991
| +3% | +$277K | 0.05% | 324 |
|
|
2018
Q2 | $9.81M | Buy |
239,816
+2,842
| +1% | +$116K | 0.07% | 295 |
|
|
2018
Q1 | $9.61M | Buy |
236,974
+4,206
| +2% | +$170K | 0.07% | 293 |
|
|
2017
Q4 | $6.96M | Buy |
232,768
+31,914
| +16% | +$954K | 0.05% | 356 |
|
|
2017
Q3 | $5.72M | Sell |
200,854
-6,539
| -3% | -$186K | 0.04% | 388 |
|
|
2017
Q2 | $4.92M | Sell |
207,393
-8,499
| -4% | -$202K | 0.04% | 408 |
|
|
2017
Q1 | $5.64M | Sell |
215,892
-10,280
| -5% | -$269K | 0.05% | 368 |
|
|
2016
Q4 | $6.46M | Sell |
226,172
-7,556
| -3% | -$216K | 0.06% | 319 |
|
|
2016
Q3 | $5.24M | Buy |
233,728
+36,483
| +18% | +$817K | 0.05% | 363 |
|
|
2016
Q2 | $3.49M | Buy |
197,245
+3,907
| +2% | +$69.2K | 0.03% | 424 |
|
|
2016
Q1 | $4.13M | Buy |
193,338
+36,998
| +24% | +$790K | 0.04% | 388 |
|
|
2015
Q4 | $3.29M | Buy |
156,340
+4,116
| +3% | +$86.6K | 0.03% | 426 |
|
|
2015
Q3 | $4.9M | Sell |
152,224
-138,340
| -48% | -$4.46M | 0.05% | 331 |
|
|
2015
Q2 | $7.68M | Buy |
+290,564
| New | +$7.68M | 0.08% | 254 |
|