Next Financial Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,914
| Closed | -$58K | – | 2124 |
|
|
2019
Q4 | $58K | Buy |
1,914
+108
| +6% | +$3.27K | 0.01% | 1130 |
|
|
2019
Q3 | $50K | Hold |
1,806
| – | – | 0.01% | 1142 |
|
|
2019
Q2 | $49K | Hold |
1,806
| – | – | 0.01% | 1167 |
|
|
2019
Q1 | $52K | Hold |
1,806
| – | – | 0.01% | 717 |
|
|
2018
Q4 | $45K | Buy |
1,806
+6
| +0.3% | +$150 | 0.01% | 831 |
|
|
2018
Q3 | $62K | Buy |
+1,800
| New | +$62K | 0.03% | 486 |
|
|
2017
Q4 | – | Sell |
-1,956
| Closed | -$54K | – | 345 |
|
|
2017
Q3 | $54K | Sell |
1,956
-190
| -9% | -$5.25K | 0.02% | 678 |
|
|
2017
Q2 | $51K | Buy |
2,146
+190
| +10% | +$4.52K | 0.01% | 776 |
|
|
2017
Q1 | $47K | Hold |
1,956
| – | – | 0.01% | 744 |
|
|
2016
Q4 | $56K | Sell |
1,956
-200
| -9% | -$5.73K | 0.01% | 912 |
|
|
2016
Q3 | $48K | Buy |
2,156
+2,000
| +1,282% | +$44.5K | 0.01% | 955 |
|
|
2016
Q2 | $2K | Hold |
156
| – | – | ﹤0.01% | 1561 |
|
|
2016
Q1 | $3K | Hold |
156
| – | – | ﹤0.01% | 1458 |
|
|
2015
Q4 | $3K | Sell |
156
-188
| -55% | -$3.62K | ﹤0.01% | 1499 |
|
|
2015
Q3 | $11K | Hold |
344
| – | – | ﹤0.01% | 1162 |
|
|
2015
Q2 | $9K | Hold |
344
| – | – | ﹤0.01% | 1290 |
|
|
2015
Q1 | $8K | Hold |
344
| – | – | ﹤0.01% | 1319 |
|
|
2014
Q4 | $7K | Sell |
344
-212
| -38% | -$4.31K | ﹤0.01% | 1370 |
|
|
2014
Q3 | $10K | Hold |
556
| – | – | ﹤0.01% | 1743 |
|
|
2014
Q2 | $11K | Buy |
+556
| New | +$11K | 0.01% | 757 |
|