Blue Trust Inc’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 |
-316
| Closed | -$18.1K | – | 2478 |
|
|
2024
Q3 | $18.1K | Buy |
316
+284
| +888% | +$16.2K | ﹤0.01% | 1981 |
|
|
2024
Q2 | $1.73K | Buy |
+32
| New | +$1.73K | ﹤0.01% | 2464 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$1K | – | 2198 |
|
|
2023
Q4 | $1K | Sell |
17
-925
| -98% | -$54.4K | ﹤0.01% | 2261 |
|
|
2023
Q3 | $37K | Buy |
942
+686
| +268% | +$26.9K | ﹤0.01% | 953 |
|
|
2023
Q2 | $10K | Buy |
256
+240
| +1,500% | +$9.38K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2103 |
|