Putnam Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.53M | Sell |
137,834
-9,530
| -6% | -$520K | 0.01% | 374 |
|
|
2023
Q3 | $5.58M | Sell |
147,364
-5,023
| -3% | -$190K | 0.01% | 414 |
|
|
2023
Q2 | $6.01M | Buy |
152,387
+38,668
| +34% | +$1.53M | 0.01% | 415 |
|
|
2023
Q1 | $4.2M | Buy |
+113,719
| New | +$4.2M | 0.01% | 478 |
|
|
2017
Q2 | – | Sell |
-229,454
| Closed | -$6M | – | 1122 |
|
|
2017
Q1 | $6M | Sell |
229,454
-20,364
| -8% | -$532K | 0.01% | 526 |
|
|
2016
Q4 | $7.13M | Buy |
249,818
+2,291
| +0.9% | +$65.4K | 0.02% | 469 |
|
|
2016
Q3 | $5.55M | Sell |
247,527
-90,166
| -27% | -$2.02M | 0.01% | 538 |
|
|
2016
Q2 | $5.98M | Buy |
337,693
+69,211
| +26% | +$1.23M | 0.01% | 550 |
|
|
2016
Q1 | $5.73M | Buy |
268,482
+32,925
| +14% | +$703K | 0.01% | 579 |
|
|
2015
Q4 | $4.96M | Buy |
235,557
+104,281
| +79% | +$2.19M | 0.01% | 665 |
|
|
2015
Q3 | $4.23M | Sell |
131,276
-130,832
| -50% | -$4.21M | 0.01% | 729 |
|
|
2015
Q2 | $6.93M | Sell |
262,108
-58,748
| -18% | -$1.55M | 0.01% | 602 |
|
|
2015
Q1 | $7.46M | Sell |
320,856
-80,136
| -20% | -$1.86M | 0.01% | 630 |
|
|
2014
Q4 | $7.8M | Buy |
400,992
+440
| +0.1% | +$8.56K | 0.02% | 592 |
|
|
2014
Q3 | $7.28M | Sell |
400,552
-740
| -0.2% | -$13.5K | 0.02% | 597 |
|
|
2014
Q2 | $7.37M | Buy |
401,292
+269,468
| +204% | +$4.95M | 0.02% | 604 |
|
|
2014
Q1 | $2.83M | Sell |
131,824
-155,744
| -54% | -$3.34M | 0.01% | 970 |
|
|
2013
Q4 | $5.64M | Sell |
287,568
-303,540
| -51% | -$5.95M | 0.01% | 696 |
|
|
2013
Q3 | $9.58M | Sell |
591,108
-257,100
| -30% | -$4.17M | 0.03% | 445 |
|
|
2013
Q2 | $9.72M | Buy |
+848,208
| New | +$9.72M | 0.03% | 421 |
|