Mark Sheptoff Financial Planning’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$12.9K | – | 393 |
|
|
2023
Q1 | $12.9K | Sell |
350
-350
| -50% | -$15.1K | 0.01% | 248 |
|
|
2022
Q4 | $26.8K | Hold |
700
| – | – | 0.02% | 194 |
|
|
2022
Q3 | $24K | Hold |
700
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $25K | Hold |
700
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $32K | Sell |
700
-500
| -42% | -$26.4K | 0.02% | 203 |
|
|
2021
Q4 | $67K | Hold |
1,200
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $62K | Hold |
1,200
| – | – | 0.03% | 161 |
|
|
2021
Q2 | $56K | Hold |
1,200
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $56K | Hold |
1,200
| – | – | 0.03% | 156 |
|
|
2020
Q4 | $45K | Hold |
1,200
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $28K | Hold |
1,200
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $26K | Hold |
1,200
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $22K | Hold |
1,200
| – | – | 0.02% | 176 |
|
|
2019
Q4 | $36K | Hold |
1,200
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $33K | Hold |
1,200
| – | – | 0.02% | 173 |
|
|
2019
Q2 | $33K | Hold |
1,200
| – | – | 0.02% | 179 |
|
|
2019
Q1 | $35K | Hold |
1,200
| – | – | 0.03% | 172 |
|
|
2018
Q4 | $30K | Hold |
1,200
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $41K | Hold |
1,200
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $49K | Hold |
1,200
| – | – | 0.04% | 158 |
|
|
2018
Q1 | $49K | Hold |
1,200
| – | – | 0.03% | 160 |
|
|
2017
Q4 | $36K | Hold |
1,200
| – | – | 0.02% | 194 |
|
|
2017
Q3 | $34K | Hold |
1,200
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $28K | Sell |
1,200
-1
| -0.1% | -$24 | 0.02% | 208 |
|
|
2017
Q1 | $31K | Buy |
1,201
+1
| +0.1% | +$29 | 0.02% | 204 |
|
|
2016
Q4 | $34K | Hold |
1,200
| – | – | 0.03% | 197 |
|
|
2016
Q3 | $27K | Hold |
1,200
| – | – | 0.02% | 200 |
|
|
2016
Q2 | $21K | Hold |
1,200
| – | – | 0.02% | 201 |
|
|
2016
Q1 | $26K | Hold |
1,200
| – | – | 0.02% | 188 |
|
|
2015
Q4 | $25K | Hold |
1,200
| – | – | 0.02% | 201 |
|
|
2015
Q3 | $39K | Hold |
1,200
| – | – | 0.03% | 174 |
|
|
2015
Q2 | $32K | Hold |
1,200
| – | – | 0.03% | 196 |
|
|
2015
Q1 | $28K | Hold |
1,200
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $23K | Hold |
1,200
| – | – | 0.02% | 205 |
|
|
2014
Q3 | $22K | Hold |
1,200
| – | – | 0.02% | 215 |
|
|
2014
Q2 | $22K | Hold |
1,200
| – | – | 0.02% | 218 |
|
|
2014
Q1 | $26K | Buy |
+1,200
| New | +$25.8K | 0.02% | 220 |
|
Other funds holding AX
WA
DAM
EIP
Mark Sheptoff Financial Planning's AX Position: Q2 2023 in Review
Mark Sheptoff Financial Planning sold out of Axos Financial (AX) in Q2 2023, closing a stake of 350 shares — an estimated $12.9K sold.
Mark Sheptoff Financial Planning first reported a position in AX in Q1 2014 and held it in 37 quarters. The position peaked at $67K in Q4 2021. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.
- Mark Sheptoff Financial Planning reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 350 Axos Financial shares in Q2 2023, an estimated $12.9K.
- Mark Sheptoff Financial Planning first reported a position in Axos Financial in Q1 2014 and held it in 37 quarters.
- Mark Sheptoff Financial Planning's Axos Financial position peaked at $67K in Q4 2021.
- 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.