Mutual of America Capital Management’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 | $523K | Sell |
6,880
-1,019
| -13% | -$77.5K | 0.01% | 1078 |
|
2025
Q1 | $510K | Sell |
7,899
-317
| -4% | -$20.5K | 0.01% | 1095 |
|
2024
Q4 | $574K | Buy |
8,216
+77
| +0.9% | +$5.38K | 0.01% | 1099 |
|
2024
Q3 | $512K | Sell |
8,139
-195
| -2% | -$12.3K | 0.01% | 1141 |
|
2024
Q2 | $476K | Sell |
8,334
-390
| -4% | -$22.3K | 0.01% | 1148 |
|
2024
Q1 | $471K | Sell |
8,724
-269
| -3% | -$14.5K | 0.01% | 1165 |
|
2023
Q4 | $491K | Sell |
8,993
-202
| -2% | -$11K | 0.01% | 1159 |
|
2023
Q3 | $348K | Sell |
9,195
-1,081
| -11% | -$40.9K | ﹤0.01% | 1209 |
|
2023
Q2 | $405K | Sell |
10,276
-721
| -7% | -$28.4K | ﹤0.01% | 1188 |
|
2023
Q1 | $406K | Sell |
10,997
-195
| -2% | -$7.2K | ﹤0.01% | 1183 |
|
2022
Q4 | $428K | Buy |
11,192
+607
| +6% | +$23.2K | 0.01% | 1162 |
|
2022
Q3 | $362K | Buy |
10,585
+1,567
| +17% | +$53.6K | ﹤0.01% | 1180 |
|
2022
Q2 | $323K | Buy |
9,018
+1,302
| +17% | +$46.6K | ﹤0.01% | 1175 |
|
2022
Q1 | $358K | Buy |
7,716
+400
| +5% | +$18.6K | ﹤0.01% | 1177 |
|
2021
Q4 | $409K | Buy |
7,316
+197
| +3% | +$11K | ﹤0.01% | 1161 |
|
2021
Q3 | $367K | Sell |
7,119
-208
| -3% | -$10.7K | ﹤0.01% | 1178 |
|
2021
Q2 | $340K | Buy |
7,327
+467
| +7% | +$21.7K | ﹤0.01% | 1241 |
|
2021
Q1 | $322K | Buy |
6,860
+464
| +7% | +$21.8K | ﹤0.01% | 1240 |
|
2020
Q4 | $240K | Buy |
6,396
+123
| +2% | +$4.62K | ﹤0.01% | 1252 |
|
2020
Q3 | $146K | Buy |
6,273
+3,743
| +148% | +$87.1K | ﹤0.01% | 1297 |
|
2020
Q2 | $56K | Buy |
2,530
+258
| +11% | +$5.71K | ﹤0.01% | 1309 |
|
2020
Q1 | $41K | Buy |
2,272
+358
| +19% | +$6.46K | ﹤0.01% | 1333 |
|
2019
Q4 | $58K | Sell |
1,914
-57
| -3% | -$1.73K | ﹤0.01% | 1310 |
|
2019
Q3 | $54K | Buy |
1,971
+38
| +2% | +$1.04K | ﹤0.01% | 1319 |
|
2019
Q2 | $53K | Buy |
1,933
+558
| +41% | +$15.3K | ﹤0.01% | 1320 |
|
2019
Q1 | $40K | Buy |
1,375
+364
| +36% | +$10.6K | ﹤0.01% | 1344 |
|
2018
Q4 | $25K | Sell |
1,011
-43
| -4% | -$1.06K | ﹤0.01% | 1408 |
|
2018
Q3 | $36K | Buy |
1,054
+852
| +422% | +$29.1K | ﹤0.01% | 1318 |
|
2018
Q2 | $8K | Buy |
+202
| New | +$8K | ﹤0.01% | 1267 |
|