Orion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,300
| Closed | -$355K | – | 439 |
|
|
2022
Q4 | $355K | Sell |
9,300
-1,800
| -16% | -$68.8K | 0.26% | 74 |
|
|
2022
Q3 | $380K | Sell |
11,100
-800
| -7% | -$27.4K | 0.31% | 63 |
|
|
2022
Q2 | $427K | Sell |
11,900
-400
| -3% | -$14.4K | 0.33% | 62 |
|
|
2022
Q1 | $571K | Hold |
12,300
| – | – | 0.34% | 56 |
|
|
2021
Q4 | $688K | Hold |
12,300
| – | – | 0.39% | 58 |
|
|
2021
Q3 | $634K | Hold |
12,300
| – | – | 0.38% | 57 |
|
|
2021
Q2 | $571K | Hold |
12,300
| – | – | 0.36% | 63 |
|
|
2021
Q1 | $578K | Sell |
12,300
-1,000
| -8% | -$47K | 0.4% | 56 |
|
|
2020
Q4 | $499K | Buy |
+13,300
| New | +$499K | 0.37% | 58 |
|