Freedom Investment Management’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 |
-7,101
| Closed | -$280K | – | 686 |
|
|
2023
Q2 | $280K | Sell |
7,101
-672
| -9% | -$26.5K | 0.03% | 562 |
|
|
2023
Q1 | $287K | Sell |
7,773
-884
| -10% | -$32.6K | 0.03% | 565 |
|
|
2022
Q4 | $331K | Buy |
8,657
+495
| +6% | +$18.9K | 0.04% | 557 |
|
|
2022
Q3 | $279K | Buy |
8,162
+124
| +2% | +$4.24K | 0.03% | 585 |
|
|
2022
Q2 | $288K | Buy |
8,038
+174
| +2% | +$6.24K | 0.03% | 598 |
|
|
2022
Q1 | $365K | Sell |
7,864
-1,904
| -19% | -$88.4K | 0.03% | 566 |
|
|
2021
Q4 | $546K | Sell |
9,768
-481
| -5% | -$26.9K | 0.04% | 500 |
|
|
2021
Q3 | $528K | Sell |
10,249
-28
| -0.3% | -$1.44K | 0.04% | 488 |
|
|
2021
Q2 | $477K | Sell |
10,277
-31
| -0.3% | -$1.44K | 0.04% | 551 |
|
|
2021
Q1 | $485K | Buy |
+10,308
| New | +$485K | 0.04% | 539 |
|
|
2018
Q4 | – | Sell |
-28,854
| Closed | -$1.07M | – | 767 |
|
|
2018
Q3 | $1.07M | Sell |
28,854
-26,290
| -48% | -$975K | 0.07% | 304 |
|
|
2018
Q2 | $2.26M | Sell |
55,144
-57,697
| -51% | -$2.36M | 0.14% | 140 |
|
|
2018
Q1 | $4.57M | Buy |
112,841
+105,230
| +1,383% | +$4.26M | 0.23% | 52 |
|
|
2017
Q4 | $228K | Buy |
+7,611
| New | +$228K | 0.01% | 991 |
|