Marshall Wace’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
5,366
-2,500
| -32% | -$190K | ﹤0.01% | 2079 |
|
|
2025
Q1 | $508K | Buy |
+7,866
| New | +$508K | ﹤0.01% | 1963 |
|
|
2024
Q4 | – | Sell |
-4,503
| Closed | -$283K | – | 2381 |
|
|
2024
Q3 | $283K | Buy |
+4,503
| New | +$283K | ﹤0.01% | 2007 |
|
|
2024
Q2 | – | Sell |
-4,500
| Closed | -$243K | – | 2302 |
|
|
2024
Q1 | $243K | Buy |
+4,500
| New | +$243K | ﹤0.01% | 1912 |
|
|
2022
Q3 | – | Sell |
-71,195
| Closed | -$2.55M | – | 2552 |
|
|
2022
Q2 | $2.55M | Buy |
71,195
+44,269
| +164% | +$1.59M | 0.01% | 1482 |
|
|
2022
Q1 | $1.25M | Buy |
26,926
+19,061
| +242% | +$885K | ﹤0.01% | 1778 |
|
|
2021
Q4 | $439K | Buy |
+7,865
| New | +$439K | ﹤0.01% | 2219 |
|
|
2020
Q4 | – | Sell |
-57,910
| Closed | -$1.35M | – | 1734 |
|
|
2020
Q3 | $1.35M | Sell |
57,910
-31,611
| -35% | -$737K | 0.01% | 885 |
|
|
2020
Q2 | $1.98M | Buy |
+89,521
| New | +$1.98M | 0.01% | 775 |
|
|
2019
Q1 | – | Sell |
-23,606
| Closed | -$594K | – | 1697 |
|
|
2018
Q4 | $594K | Buy |
+23,606
| New | +$594K | 0.01% | 1044 |
|
|
2015
Q3 | – | Sell |
-103,664
| Closed | -$2.74M | – | 907 |
|
|
2015
Q2 | $2.74M | Buy |
+103,664
| New | +$2.74M | 0.04% | 405 |
|
|
2014
Q3 | – | Sell |
-49,748
| Closed | -$914K | – | 873 |
|
|
2014
Q2 | $914K | Buy |
+49,748
| New | +$914K | 0.01% | 516 |
|