LS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,998
| Closed | -$235K | – | 214 |
|
|
2021
Q1 | $235K | Buy |
+4,998
| New | +$235K | 0.01% | 690 |
|
|
2020
Q3 | – | Sell |
-1,551
| Closed | -$34K | – | 859 |
|
|
2020
Q2 | $34K | Hold |
1,551
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $28K | Hold |
1,551
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $47K | Hold |
1,551
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q3 | $43K | Hold |
1,551
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q2 | $42K | Sell |
1,551
-89
| -5% | -$2.41K | ﹤0.01% | 1350 |
|
|
2019
Q1 | $47K | Hold |
1,640
| – | – | ﹤0.01% | 1311 |
|
|
2018
Q4 | $41K | Sell |
1,640
-2,962
| -64% | -$74.1K | ﹤0.01% | 1322 |
|
|
2018
Q3 | $158K | Sell |
4,602
-916
| -17% | -$31.4K | 0.01% | 944 |
|
|
2018
Q2 | $226K | Sell |
5,518
-21
| -0.4% | -$860 | 0.01% | 800 |
|
|
2018
Q1 | $224K | Sell |
5,539
-69
| -1% | -$2.79K | 0.01% | 794 |
|
|
2017
Q4 | $168K | Sell |
5,608
-1,259
| -18% | -$37.7K | 0.01% | 985 |
|
|
2017
Q3 | $196K | Buy |
6,867
+1,271
| +23% | +$36.3K | 0.01% | 930 |
|
|
2017
Q2 | $133K | Sell |
5,596
-57
| -1% | -$1.36K | 0.01% | 1038 |
|
|
2017
Q1 | $148K | Buy |
5,653
+3,565
| +171% | +$93.3K | 0.01% | 968 |
|
|
2016
Q4 | $60K | Hold |
2,088
| – | – | ﹤0.01% | 1199 |
|
|
2016
Q3 | $47K | Buy |
2,088
+93
| +5% | +$2.09K | ﹤0.01% | 1241 |
|
|
2016
Q2 | $35K | Hold |
1,995
| – | – | ﹤0.01% | 1328 |
|
|
2016
Q1 | $43K | Buy |
1,995
+199
| +11% | +$4.29K | ﹤0.01% | 1225 |
|
|
2015
Q4 | $38K | Hold |
1,796
| – | – | ﹤0.01% | 1251 |
|
|
2015
Q3 | $58K | Hold |
1,796
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q2 | $47K | Buy |
+1,796
| New | +$47K | ﹤0.01% | 1203 |
|