Caption Management’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 | – | Hold |
0
| – | – | – | 553 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 475 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 434 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 425 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 478 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 444 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 386 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 392 |
|
|
2022
Q4 | – | Sell |
-1,981
| Closed | -$67K | – | 466 |
|
|
2022
Q3 | $67K | Buy |
+1,981
| New | +$67K | ﹤0.01% | 426 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 520 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 556 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 439 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 398 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 334 |
|