Panagora 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
Q2 | – | Sell |
-15,931
| Closed | -$588K | – | 1271 |
|
|
2023
Q1 | $588K | Hold |
15,931
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q4 | $609K | Sell |
15,931
-3,827
| -19% | -$146K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $676K | Buy |
+19,758
| New | +$676K | ﹤0.01% | 1031 |
|
|
2020
Q3 | – | Sell |
-8,476
| Closed | -$187K | – | 2696 |
|
|
2020
Q2 | $187K | Hold |
8,476
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q1 | $154K | Buy |
+8,476
| New | +$154K | ﹤0.01% | 1543 |
|
|
2017
Q1 | – | Sell |
-106,313
| Closed | -$3.04M | – | 2376 |
|
|
2016
Q4 | $3.04M | Sell |
106,313
-64,394
| -38% | -$1.84M | 0.01% | 721 |
|
|
2016
Q3 | $3.82M | Buy |
170,707
+101,100
| +145% | +$2.26M | 0.02% | 642 |
|
|
2016
Q2 | $1.23M | Hold |
69,607
| – | – | 0.01% | 1039 |
|
|
2016
Q1 | $1.49M | Buy |
+69,607
| New | +$1.49M | 0.01% | 964 |
|