Cutler Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $73K | Buy |
+1,351
| New | +$73K | 0.02% | 309 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1325 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1424 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1388 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1459 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1760 |
|
|
2022
Q3 | – | Sell |
-1,063
| Closed | -$38K | – | 1920 |
|
|
2022
Q2 | $38K | Sell |
1,063
-557
| -34% | -$19.9K | ﹤0.01% | 964 |
|
|
2022
Q1 | $75K | Buy |
+1,620
| New | +$75K | ﹤0.01% | 898 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2068 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2120 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2126 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2039 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$39K | – | 1442 |
|
|
2019
Q4 | $39K | Buy |
1,300
+625
| +93% | +$18.8K | ﹤0.01% | 972 |
|
|
2019
Q3 | $18K | Sell |
675
-1,290
| -66% | -$34.4K | ﹤0.01% | 1073 |
|
|
2019
Q2 | $53K | Buy |
+1,965
| New | +$53K | ﹤0.01% | 893 |
|
|
2019
Q1 | – | Sell |
-3,748
| Closed | -$94K | – | 1508 |
|
|
2018
Q4 | $94K | Sell |
3,748
-6,637
| -64% | -$166K | 0.01% | 630 |
|
|
2018
Q3 | $357K | Buy |
10,385
+4,985
| +92% | +$171K | 0.02% | 424 |
|
|
2018
Q2 | $220K | Buy |
5,400
+2,609
| +93% | +$106K | 0.02% | 494 |
|
|
2018
Q1 | $113K | Buy |
2,791
+1,945
| +230% | +$78.7K | 0.01% | 681 |
|
|
2017
Q4 | $25K | Buy |
846
+100
| +13% | +$2.96K | ﹤0.01% | 1320 |
|
|
2017
Q3 | $21K | Sell |
746
-1,867
| -71% | -$52.6K | ﹤0.01% | 1615 |
|
|
2017
Q2 | $61K | Sell |
2,613
-37
| -1% | -$864 | ﹤0.01% | 1388 |
|
|
2017
Q1 | $69K | Buy |
2,650
+850
| +47% | +$22.1K | ﹤0.01% | 1310 |
|
|
2016
Q4 | $51K | Sell |
1,800
-5,295
| -75% | -$150K | ﹤0.01% | 1503 |
|
|
2016
Q3 | $158K | Sell |
7,095
-17,933
| -72% | -$399K | 0.01% | 882 |
|
|
2016
Q2 | $443K | Buy |
25,028
+17,691
| +241% | +$313K | 0.02% | 416 |
|
|
2016
Q1 | $156K | Buy |
7,337
+2,663
| +57% | +$56.6K | 0.01% | 708 |
|
|
2015
Q4 | $98K | Buy |
+4,674
| New | +$98K | 0.01% | 1049 |
|