Oppenheimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,365
| Closed | -$549K | – | 1135 |
|
|
2022
Q4 | $549K | Buy |
14,365
+32
| +0.2% | +$1.22K | 0.01% | 831 |
|
|
2022
Q3 | $491K | Buy |
14,333
+1,965
| +16% | +$67.3K | 0.01% | 837 |
|
|
2022
Q2 | $443K | Buy |
12,368
+1,410
| +13% | +$50.5K | 0.01% | 884 |
|
|
2022
Q1 | $508K | Sell |
10,958
-3,869
| -26% | -$179K | 0.01% | 912 |
|
|
2021
Q4 | $829K | Buy |
14,827
+127
| +0.9% | +$7.1K | 0.01% | 834 |
|
|
2021
Q3 | $758K | Buy |
14,700
+577
| +4% | +$29.8K | 0.01% | 821 |
|
|
2021
Q2 | $655K | Buy |
14,123
+316
| +2% | +$14.7K | 0.01% | 874 |
|
|
2021
Q1 | $649K | Buy |
+13,807
| New | +$649K | 0.01% | 850 |
|
|
2020
Q2 | – | Sell |
-3,184
| Closed | -$58K | – | 1109 |
|
|
2020
Q1 | $58K | Buy |
3,184
+994
| +45% | +$18.1K | ﹤0.01% | 1229 |
|
|
2019
Q4 | $66K | Buy |
2,190
+90
| +4% | +$2.71K | ﹤0.01% | 1290 |
|
|
2019
Q3 | $58K | Buy |
2,100
+71
| +3% | +$1.96K | ﹤0.01% | 1315 |
|
|
2019
Q2 | $55K | Sell |
2,029
-3,420
| -63% | -$92.7K | ﹤0.01% | 1356 |
|
|
2019
Q1 | $158K | Buy |
5,449
+1,874
| +52% | +$54.3K | ﹤0.01% | 1095 |
|
|
2018
Q4 | $90K | Buy |
+3,575
| New | +$90K | ﹤0.01% | 1210 |
|
|
2017
Q4 | – | Sell |
-1,330
| Closed | -$38K | – | 1126 |
|
|
2017
Q3 | $38K | Sell |
1,330
-49
| -4% | -$1.4K | ﹤0.01% | 1422 |
|
|
2017
Q2 | $33K | Sell |
1,379
-122
| -8% | -$2.92K | ﹤0.01% | 1427 |
|
|
2017
Q1 | $39K | Buy |
+1,501
| New | +$39K | ﹤0.01% | 1392 |
|