Clark Capital Management Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-76,677
| Closed | -$1.72M | – | 290 |
|
|
2016
Q3 | $1.72M | Buy |
76,677
+10,589
| +16% | +$237K | 0.1% | 180 |
|
|
2016
Q2 | $1.17M | Buy |
66,088
+9,086
| +16% | +$161K | 0.08% | 187 |
|
|
2016
Q1 | $1.22M | Buy |
57,002
+22,903
| +67% | +$489K | 0.09% | 172 |
|
|
2015
Q4 | $718K | Buy |
34,099
+20,727
| +155% | +$436K | 0.06% | 181 |
|
|
2015
Q3 | $431K | Buy |
13,372
+204
| +2% | +$6.58K | 0.04% | 225 |
|
|
2015
Q2 | $348K | Buy |
+13,168
| New | +$348K | 0.03% | 251 |
|