Cipher Capital’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,592
| Closed | -$260K | – | 327 |
|
|
2023
Q2 | $260K | Sell |
6,592
-4,084
| -38% | -$161K | 0.04% | 432 |
|
|
2023
Q1 | $394K | Buy |
+10,676
| New | +$394K | 0.07% | 348 |
|
|
2018
Q2 | – | Sell |
-4,964
| Closed | -$201K | – | 475 |
|
|
2018
Q1 | $201K | Buy |
+4,964
| New | +$201K | 0.02% | 528 |
|
|
2017
Q1 | – | Sell |
-24,580
| Closed | -$702K | – | 581 |
|
|
2016
Q4 | $702K | Sell |
24,580
-34,395
| -58% | -$982K | 0.05% | 463 |
|
|
2016
Q3 | $1.32M | Buy |
58,975
+30,810
| +109% | +$690K | 0.08% | 392 |
|
|
2016
Q2 | $499K | Sell |
28,165
-11,492
| -29% | -$204K | 0.04% | 552 |
|
|
2016
Q1 | $846K | Buy |
+39,657
| New | +$846K | 0.08% | 415 |
|