Harbour Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$559 | – | 3563 |
|
|
2024
Q4 | $559 | Buy |
+8
| New | +$559 | ﹤0.01% | 3263 |
|
|
2021
Q4 | – | Sell |
-718
| Closed | -$37K | – | 2691 |
|
|
2021
Q3 | $37K | Buy |
718
+98
| +16% | +$5.05K | ﹤0.01% | 1950 |
|
|
2021
Q2 | $29K | Sell |
620
-28
| -4% | -$1.31K | ﹤0.01% | 2113 |
|
|
2021
Q1 | $30K | Buy |
+648
| New | +$30K | ﹤0.01% | 1960 |
|