Financial Gravity Asset 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
Q2 | – | Sell |
-1
| Closed | -$33 | – | 1515 |
|
|
2024
Q1 | $33 | Sell |
1
-59
| -98% | -$1.95K | ﹤0.01% | 1863 |
|
|
2023
Q4 | $2.72K | Buy |
60
+29
| +94% | +$1.32K | ﹤0.01% | 944 |
|
|
2023
Q3 | $1.13K | Sell |
31
-8
| -21% | -$290 | ﹤0.01% | 750 |
|
|
2023
Q2 | $1.91K | Buy |
39
+2
| +5% | +$98 | 0.01% | 655 |
|
|
2023
Q1 | $5.79K | Sell |
37
-1
| -3% | -$156 | 0.18% | 127 |
|
|
2022
Q4 | $1.76K | Sell |
38
-642
| -94% | -$29.8K | 0.01% | 563 |
|
|
2022
Q3 | $5.61K | Sell |
680
-112
| -14% | -$923 | 0.19% | 91 |
|
|
2022
Q2 | $6.01K | Sell |
792
-220
| -22% | -$1.67K | 0.19% | 106 |
|
|
2022
Q1 | $7.2K | Sell |
1,012
-500
| -33% | -$3.56K | 0.2% | 113 |
|
|
2021
Q4 | $12K | Buy |
1,512
+1,292
| +587% | +$10.3K | 0.27% | 88 |
|
|
2021
Q3 | $52K | Buy |
+220
| New | +$52K | 0.02% | 550 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 80 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q4 | $0 | Sell |
2
-3,895
| -100% | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $111K | Buy |
3,897
+98
| +3% | +$2.79K | 0.1% | 191 |
|
|
2019
Q2 | $112K | Sell |
3,799
-1,001
| -21% | -$29.5K | 0.09% | 217 |
|
|
2019
Q1 | $139K | Buy |
+4,800
| New | +$139K | 0.11% | 172 |
|
|
2018
Q3 | $130K | Buy |
4,593
+369
| +9% | +$10.4K | 0.14% | 169 |
|
|
2018
Q2 | $158K | Buy |
4,224
+247
| +6% | +$9.24K | 0.15% | 159 |
|
|
2018
Q1 | $161K | Buy |
+3,977
| New | +$161K | 0.16% | 131 |
|