Jackson Creek Investment Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,178
| Closed | -$1.15M | – | 302 |
|
|
2024
Q2 | $1.15M | Sell |
20,178
-32
| -0.2% | -$1.83K | 0.42% | 75 |
|
|
2024
Q1 | $1.09M | Sell |
20,210
-49
| -0.2% | -$2.65K | 0.39% | 109 |
|
|
2023
Q4 | $1.11M | Hold |
20,259
| – | – | 0.42% | 69 |
|
|
2023
Q3 | $767K | Sell |
20,259
-13
| -0.1% | -$492 | 0.32% | 169 |
|
|
2023
Q2 | $800K | Buy |
20,272
+1,287
| +7% | +$50.8K | 0.32% | 169 |
|
|
2023
Q1 | $701K | Buy |
+18,985
| New | +$701K | 0.29% | 191 |
|