Prudent Man Advisors’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 |
-5,541
| Closed | -$212K | – | 204 |
|
|
2022
Q4 | $212K | Buy |
+5,541
| New | +$212K | 0.09% | 181 |
|
|
2022
Q2 | – | Sell |
-5,055
| Closed | -$235K | – | 165 |
|
|
2022
Q1 | $235K | Sell |
5,055
-233
| -4% | -$10.8K | 0.1% | 153 |
|
|
2021
Q4 | $296K | Sell |
5,288
-858
| -14% | -$48K | 0.11% | 136 |
|
|
2021
Q3 | $317K | Sell |
6,146
-30
| -0.5% | -$1.55K | 0.12% | 134 |
|
|
2021
Q2 | $287K | Sell |
6,176
-2,709
| -30% | -$126K | 0.11% | 148 |
|
|
2021
Q1 | $418K | Buy |
8,885
+2
| +0% | +$94 | 0.18% | 106 |
|
|
2020
Q4 | $333K | Sell |
8,883
-38
| -0.4% | -$1.43K | 0.14% | 120 |
|
|
2020
Q3 | $208K | Buy |
+8,921
| New | +$208K | 0.11% | 148 |
|