Prelude 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,172
| Closed | -$296K | – | 1174 |
|
|
2024
Q2 | $296K | Sell |
5,172
-5,263
| -50% | -$301K | 0.02% | 722 |
|
|
2024
Q1 | $564K | Buy |
10,435
+6,559
| +169% | +$354K | 0.03% | 522 |
|
|
2023
Q4 | $212K | Sell |
3,876
-2,698
| -41% | -$147K | 0.01% | 795 |
|
|
2023
Q3 | $249K | Buy |
+6,574
| New | +$249K | 0.02% | 652 |
|
|
2023
Q2 | – | Sell |
-14,465
| Closed | -$534K | – | 1007 |
|
|
2023
Q1 | $534K | Buy |
+14,465
| New | +$534K | 0.03% | 390 |
|
|
2020
Q4 | – | Sell |
-236
| Closed | -$6K | – | 824 |
|
|
2020
Q3 | $6K | Buy |
+236
| New | +$6K | ﹤0.01% | 1145 |
|
|
2020
Q1 | – | Sell |
-682
| Closed | -$21K | – | 964 |
|
|
2019
Q4 | $21K | Buy |
+682
| New | +$21K | ﹤0.01% | 1143 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$3K | – | 1172 |
|
|
2015
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1282 |
|