Capital Fund Management (CFM)’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 |
-24,824
| Closed | -$1.56M | – | 787 |
|
|
2024
Q3 | $1.56M | Sell |
24,824
-51,840
| -68% | -$3.26M | ﹤0.01% | 547 |
|
|
2024
Q2 | $4.38M | Buy |
76,664
+43,820
| +133% | +$2.5M | 0.01% | 337 |
|
|
2024
Q1 | $1.77M | Sell |
32,844
-45,557
| -58% | -$2.46M | 0.01% | 499 |
|
|
2023
Q4 | $4.28M | Buy |
+78,401
| New | +$4.28M | 0.01% | 376 |
|
|
2022
Q4 | – | Sell |
-12,456
| Closed | -$426K | – | 559 |
|
|
2022
Q3 | $426K | Sell |
12,456
-4,055
| -25% | -$139K | ﹤0.01% | 505 |
|
|
2022
Q2 | $592K | Buy |
+16,511
| New | +$592K | 0.01% | 523 |
|
|
2014
Q2 | – | Sell |
-20,000
| Closed | -$429K | – | 756 |
|
|
2014
Q1 | $429K | Buy |
+20,000
| New | +$429K | 0.01% | 601 |
|