Mission Creek Capital Partners’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 | $352K | Hold |
4,631
| – | – | 0.08% | 157 |
|
|
2025
Q1 | $299K | Hold |
4,631
| – | – | 0.07% | 167 |
|
|
2024
Q4 | $323K | Hold |
4,631
| – | – | 0.07% | 184 |
|
|
2024
Q3 | $291K | Hold |
4,631
| – | – | 0.07% | 191 |
|
|
2024
Q2 | $265K | Sell |
4,631
-400
| -8% | -$22.9K | 0.07% | 183 |
|
|
2024
Q1 | $272K | Sell |
5,031
-2,035
| -29% | -$110K | 0.07% | 211 |
|
|
2023
Q4 | $386K | Hold |
7,066
| – | – | 0.1% | 170 |
|
|
2023
Q3 | $268K | Sell |
7,066
-614
| -8% | -$23.2K | 0.09% | 191 |
|
|
2023
Q2 | $303K | Hold |
7,680
| – | – | 0.1% | 190 |
|
|
2023
Q1 | $284K | Hold |
7,680
| – | – | 0.1% | 184 |
|
|
2022
Q4 | $294K | Sell |
7,680
-400
| -5% | -$15.3K | 0.1% | 185 |
|
|
2022
Q3 | $277K | Sell |
8,080
-300
| -4% | -$10.3K | 0.1% | 177 |
|
|
2022
Q2 | $300K | Sell |
8,380
-210
| -2% | -$7.52K | 0.1% | 182 |
|
|
2022
Q1 | $398K | Hold |
8,590
| – | – | 0.11% | 178 |
|
|
2021
Q4 | $480K | Hold |
8,590
| – | – | 0.1% | 181 |
|
|
2021
Q3 | $443K | Hold |
8,590
| – | – | 0.08% | 186 |
|
|
2021
Q2 | $398K | Hold |
8,590
| – | – | 0.06% | 177 |
|
|
2021
Q1 | $404K | Hold |
8,590
| – | – | 0.06% | 173 |
|
|
2020
Q4 | $322K | Hold |
8,590
| – | – | 0.1% | 173 |
|
|
2020
Q3 | $200K | Sell |
8,590
-880
| -9% | -$20.5K | 0.08% | 197 |
|
|
2020
Q2 | $209K | Buy |
+9,470
| New | +$209K | 0.11% | 163 |
|
|
2020
Q1 | – | Sell |
-9,070
| Closed | -$275K | – | 162 |
|
|
2019
Q4 | $275K | Buy |
+9,070
| New | +$275K | 0.13% | 162 |
|