Martingale Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,900
| Closed | -$643K | – | 788 |
|
|
2024
Q1 | $643K | Sell |
11,900
-3,508
| -23% | -$190K | 0.01% | 565 |
|
|
2023
Q4 | $841K | Sell |
15,408
-6,202
| -29% | -$339K | 0.02% | 488 |
|
|
2023
Q3 | $818K | Buy |
+21,610
| New | +$818K | 0.02% | 494 |
|
|
2023
Q2 | – | Sell |
-5,710
| Closed | -$211K | – | 804 |
|
|
2023
Q1 | $211K | Sell |
5,710
-13,015
| -70% | -$481K | ﹤0.01% | 773 |
|
|
2022
Q4 | $716K | Buy |
+18,725
| New | +$716K | 0.01% | 551 |
|
|
2015
Q4 | – | Sell |
-15,608
| Closed | -$503K | – | 825 |
|
|
2015
Q3 | $503K | Buy |
+15,608
| New | +$503K | 0.01% | 647 |
|