Paloma Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 502 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 290 |
|
|
2022
Q2 | – | Sell |
-10,697
| Closed | -$496K | – | 689 |
|
|
2022
Q1 | $496K | Buy |
10,697
+6,619
| +162% | +$307K | 0.01% | 511 |
|
|
2021
Q4 | $228K | Buy |
+4,078
| New | +$228K | ﹤0.01% | 1253 |
|
|
2020
Q4 | – | Sell |
-13,455
| Closed | -$314K | – | 1425 |
|
|
2020
Q3 | $314K | Sell |
13,455
-3,247
| -19% | -$75.8K | 0.01% | 1305 |
|
|
2020
Q2 | $369K | Buy |
+16,702
| New | +$369K | 0.01% | 1236 |
|
|
2019
Q4 | – | Sell |
-7,371
| Closed | -$204K | – | 1828 |
|
|
2019
Q3 | $204K | Buy |
+7,371
| New | +$204K | ﹤0.01% | 1420 |
|
|
2019
Q2 | – | Sell |
-15,038
| Closed | -$436K | – | 1464 |
|
|
2019
Q1 | $436K | Sell |
15,038
-1,112
| -7% | -$32.2K | 0.01% | 837 |
|
|
2018
Q4 | $407K | Buy |
+16,150
| New | +$407K | 0.01% | 545 |
|
|
2016
Q2 | – | Sell |
-9,663
| Closed | -$206K | – | 1706 |
|
|
2016
Q1 | $206K | Buy |
+9,663
| New | +$206K | ﹤0.01% | 1293 |
|