Jefferies Group’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,374
| Closed | -$425K | – | 1601 |
|
|
2019
Q3 | $425K | Buy |
+15,374
| New | +$425K | ﹤0.01% | 1123 |
|
|
2018
Q1 | – | Sell |
-7,655
| Closed | -$229K | – | 1519 |
|
|
2017
Q4 | $229K | Buy |
+7,655
| New | +$229K | ﹤0.01% | 1405 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1534 |
|
|
2017
Q2 | – | Sell |
-88
| Closed | -$2K | – | 1446 |
|
|
2017
Q1 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 1474 |
|
|
2016
Q1 | – | Sell |
-26,372
| Closed | -$555K | – | 1292 |
|
|
2015
Q4 | $555K | Buy |
26,372
+20,384
| +340% | +$429K | ﹤0.01% | 710 |
|
|
2015
Q3 | $193K | Buy |
5,988
+5,272
| +736% | +$170K | ﹤0.01% | 1083 |
|
|
2015
Q2 | $19K | Buy |
+716
| New | +$19K | ﹤0.01% | 1732 |
|