Occudo Quantitative Strategies’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,045
| Closed | -$380K | – | 677 |
|
|
2024
Q3 | $380K | Buy |
+6,045
| New | +$380K | 0.07% | 358 |
|
|
2024
Q1 | – | Sell |
-11,484
| Closed | -$627K | – | 739 |
|
|
2023
Q4 | $627K | Buy |
+11,484
| New | +$627K | 0.09% | 321 |
|
|
2022
Q4 | – | Sell |
-38,980
| Closed | -$1.33M | – | 964 |
|
|
2022
Q3 | $1.33M | Buy |
38,980
+10,839
| +39% | +$371K | 0.1% | 293 |
|
|
2022
Q2 | $1.01M | Buy |
28,141
+22,175
| +372% | +$795K | 0.08% | 380 |
|
|
2022
Q1 | $277K | Buy |
+5,966
| New | +$277K | 0.02% | 842 |
|
|
2021
Q3 | – | Sell |
-13,821
| Closed | -$641K | – | 1005 |
|
|
2021
Q2 | $641K | Buy |
+13,821
| New | +$641K | 0.1% | 340 |
|