Citadel Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.7M | Sell |
483,001
-118,528
| -20% | -$9.01M | 0.01% | 652 |
|
2025
Q1 | $38.8M | Buy |
601,529
+395,894
| +193% | +$25.5M | 0.01% | 580 |
|
2024
Q4 | $14.4M | Sell |
205,635
-28,736
| -12% | -$2.01M | ﹤0.01% | 1115 |
|
2024
Q3 | $14.7M | Sell |
234,371
-1,147,531
| -83% | -$72.2M | ﹤0.01% | 1032 |
|
2024
Q2 | $79M | Buy |
1,381,902
+19,940
| +1% | +$1.14M | 0.02% | 317 |
|
2024
Q1 | $73.6M | Sell |
1,361,962
-7,301
| -0.5% | -$395K | 0.01% | 355 |
|
2023
Q4 | $74.8M | Buy |
1,369,263
+1,117,413
| +444% | +$61M | 0.01% | 334 |
|
2023
Q3 | $9.54M | Buy |
251,850
+250,813
| +24,186% | +$9.5M | ﹤0.01% | 1190 |
|
2023
Q2 | $40.9K | Sell |
1,037
-60,423
| -98% | -$2.38M | ﹤0.01% | 5054 |
|
2023
Q1 | $2.27M | Sell |
61,460
-216,061
| -78% | -$7.98M | ﹤0.01% | 2428 |
|
2022
Q4 | $10.6M | Buy |
277,521
+170,642
| +160% | +$6.52M | ﹤0.01% | 1264 |
|
2022
Q3 | $3.66M | Sell |
106,879
-101,254
| -49% | -$3.47M | ﹤0.01% | 2146 |
|
2022
Q2 | $7.46M | Buy |
208,133
+96,938
| +87% | +$3.47M | ﹤0.01% | 1501 |
|
2022
Q1 | $5.16M | Buy |
+111,195
| New | +$5.16M | ﹤0.01% | 2044 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 6446 |
|
2021
Q3 | – | Sell |
-6,655
| Closed | -$309K | – | 6374 |
|
2021
Q2 | $309K | Sell |
6,655
-7,421
| -53% | -$345K | ﹤0.01% | 5178 |
|
2021
Q1 | $662K | Sell |
14,076
-4,169
| -23% | -$196K | ﹤0.01% | 4325 |
|
2020
Q4 | $684K | Buy |
18,245
+7,250
| +66% | +$272K | ﹤0.01% | 3594 |
|
2020
Q3 | $256K | Sell |
10,995
-40,595
| -79% | -$945K | ﹤0.01% | 3941 |
|
2020
Q2 | $1.14M | Sell |
51,590
-94,877
| -65% | -$2.09M | ﹤0.01% | 2740 |
|
2020
Q1 | $2.66M | Buy |
146,467
+79,685
| +119% | +$1.44M | ﹤0.01% | 1966 |
|
2019
Q4 | $2.02M | Buy |
66,782
+27,025
| +68% | +$818K | ﹤0.01% | 2361 |
|
2019
Q3 | $1.1M | Buy |
+39,757
| New | +$1.1M | ﹤0.01% | 2834 |
|
2019
Q2 | – | Sell |
-23,325
| Closed | -$675K | – | 4632 |
|
2019
Q1 | $675K | Buy |
+23,325
| New | +$675K | ﹤0.01% | 3149 |
|
2018
Q4 | – | Sell |
-23,021
| Closed | -$792K | – | 4489 |
|
2018
Q3 | $792K | Sell |
23,021
-11,560
| -33% | -$398K | ﹤0.01% | 2870 |
|
2018
Q2 | $1.42M | Sell |
34,581
-29,494
| -46% | -$1.21M | ﹤0.01% | 2394 |
|
2018
Q1 | $2.6M | Buy |
+64,075
| New | +$2.6M | ﹤0.01% | 1750 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 3854 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 3653 |
|
2017
Q2 | – | Sell |
-7,975
| Closed | -$208K | – | 3639 |
|
2017
Q1 | $208K | Buy |
+7,975
| New | +$208K | ﹤0.01% | 3150 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 3571 |
|
2016
Q3 | – | Sell |
-348,915
| Closed | -$6.18M | – | 3563 |
|
2016
Q2 | $6.18M | Buy |
+348,915
| New | +$6.18M | 0.01% | 932 |
|
2016
Q1 | – | Sell |
-985,653
| Closed | -$20.7M | – | 3330 |
|
2015
Q4 | $20.7M | Buy |
+985,653
| New | +$20.7M | 0.02% | 592 |
|
2015
Q3 | – | Sell |
-15,104
| Closed | -$399K | – | 3993 |
|
2015
Q2 | $399K | Buy |
15,104
+760
| +5% | +$20.1K | ﹤0.01% | 2695 |
|
2015
Q1 | $334K | Sell |
14,344
-15,268
| -52% | -$356K | ﹤0.01% | 2874 |
|
2014
Q4 | $576K | Sell |
29,612
-395,516
| -93% | -$7.69M | ﹤0.01% | 2471 |
|
2014
Q3 | $7.73M | Sell |
425,128
-189,720
| -31% | -$3.45M | 0.01% | 990 |
|
2014
Q2 | $11.3M | Buy |
+614,848
| New | +$11.3M | 0.01% | 779 |
|
2013
Q4 | – | Sell |
-19,360
| Closed | -$314K | – | 3073 |
|
2013
Q3 | $314K | Buy |
+19,360
| New | +$314K | ﹤0.01% | 2097 |
|