Ladenburg Thalmann Financial Services’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $70K | Buy |
2,308
+127
| +6% | +$3.85K | ﹤0.01% | 3291 |
|
|
2019
Q3 | $60K | Sell |
2,181
-206
| -9% | -$5.67K | ﹤0.01% | 3305 |
|
|
2019
Q2 | $65K | Sell |
2,387
-10,031
| -81% | -$273K | ﹤0.01% | 3270 |
|
|
2019
Q1 | $359K | Buy |
12,418
+1,784
| +17% | +$51.6K | ﹤0.01% | 1938 |
|
|
2018
Q4 | $266K | Buy |
10,634
+440
| +4% | +$11K | ﹤0.01% | 2017 |
|
|
2018
Q3 | $350K | Sell |
10,194
-2,824
| -22% | -$97K | ﹤0.01% | 1878 |
|
|
2018
Q2 | $527K | Hold |
13,018
| – | – | ﹤0.01% | 1519 |
|
|
2018
Q1 | $527K | Buy |
13,018
+1,842
| +16% | +$74.6K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $335K | Buy |
11,176
+339
| +3% | +$10.2K | ﹤0.01% | 1823 |
|
|
2017
Q3 | $308K | Buy |
10,837
+1,763
| +19% | +$50.1K | ﹤0.01% | 1779 |
|
|
2017
Q2 | $215K | Buy |
9,074
+416
| +5% | +$9.86K | ﹤0.01% | 1965 |
|
|
2017
Q1 | $226K | Buy |
8,658
+2,010
| +30% | +$52.5K | ﹤0.01% | 1820 |
|
|
2016
Q4 | $189K | Buy |
6,648
+1,041
| +19% | +$29.6K | ﹤0.01% | 1858 |
|
|
2016
Q3 | $126K | Buy |
5,607
+4,557
| +434% | +$102K | ﹤0.01% | 2076 |
|
|
2016
Q2 | $19K | Buy |
1,050
+250
| +31% | +$4.52K | ﹤0.01% | 3358 |
|
|
2016
Q1 | $18K | Buy |
800
+400
| +100% | +$9K | ﹤0.01% | 3322 |
|
|
2015
Q4 | $8K | Sell |
400
-436
| -52% | -$8.72K | ﹤0.01% | 3789 |
|
|
2015
Q3 | $27K | Buy |
836
+436
| +109% | +$14.1K | ﹤0.01% | 2900 |
|
|
2015
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 3611 |
|
|
2015
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 3690 |
|
|
2014
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 3503 |
|
|
2014
Q3 | $7K | Sell |
400
-2,200
| -85% | -$38.5K | ﹤0.01% | 3258 |
|
|
2014
Q2 | $48K | Buy |
2,600
+2,000
| +333% | +$36.9K | ﹤0.01% | 2078 |
|
|
2014
Q1 | $13K | Sell |
600
-4,392
| -88% | -$95.2K | ﹤0.01% | 2806 |
|
|
2013
Q4 | $98K | Hold |
4,992
| – | – | ﹤0.01% | 1488 |
|
|
2013
Q3 | $81K | Hold |
4,992
| – | – | ﹤0.01% | 1505 |
|
|
2013
Q2 | $57K | Buy |
+4,992
| New | +$57K | ﹤0.01% | 1649 |
|