Macquarie Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | -$29K | – | 1800 |
|
|
2022
Q3 | – | Sell |
-845
| Closed | -$30K | – | 2083 |
|
|
2022
Q2 | $30K | Hold |
845
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q1 | $39 | Hold |
845
| – | – | ﹤0.01% | 2219 |
|
|
2021
Q4 | $47K | Hold |
845
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q3 | $44K | Hold |
845
| – | – | ﹤0.01% | 2263 |
|
|
2021
Q2 | $39K | Hold |
845
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q1 | $40K | Sell |
845
-400
| -32% | -$18.9K | ﹤0.01% | 2127 |
|
|
2020
Q4 | $47K | Hold |
1,245
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q3 | $29K | Hold |
1,245
| – | – | ﹤0.01% | 2074 |
|
|
2020
Q2 | $27K | Buy |
+1,245
| New | +$27K | ﹤0.01% | 2082 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$5K | – | 1670 |
|
|
2018
Q4 | $5K | Sell |
200
-200
| -50% | -$5K | ﹤0.01% | 2093 |
|
|
2018
Q3 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 1955 |
|
|
2015
Q1 | – | Sell |
-11,544
| Closed | -$225K | – | 1566 |
|
|
2014
Q4 | $225K | Buy |
+11,544
| New | +$225K | ﹤0.01% | 1392 |
|
|
2014
Q3 | – | Sell |
-11,544
| Closed | -$212K | – | 1547 |
|
|
2014
Q2 | $212K | Buy |
11,544
+5,392
| +88% | +$99K | ﹤0.01% | 1431 |
|
|
2014
Q1 | $132K | Sell |
6,152
-14,124
| -70% | -$303K | ﹤0.01% | 1447 |
|
|
2013
Q4 | $398K | Buy |
+20,276
| New | +$398K | ﹤0.01% | 1273 |
|