QS Investors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-87,000
| Closed | -$1.58M | – | 1646 |
|
|
2020
Q1 | $1.58M | Sell |
87,000
-42,009
| -33% | -$762K | 0.03% | 504 |
|
|
2019
Q4 | $3.88M | Sell |
129,009
-31,364
| -20% | -$942K | 0.04% | 356 |
|
|
2019
Q3 | $4.44M | Hold |
160,373
| – | – | 0.05% | 301 |
|
|
2019
Q2 | $4.37M | Sell |
160,373
-38,464
| -19% | -$1.05M | 0.05% | 309 |
|
|
2019
Q1 | $5.76M | Sell |
198,837
-2,692
| -1% | -$78K | 0.06% | 224 |
|
|
2018
Q4 | $5.08M | Buy |
+201,529
| New | +$5.08M | 0.07% | 213 |
|
|
2018
Q3 | – | Sell |
-231,215
| Closed | -$9.46M | – | 1912 |
|
|
2018
Q2 | $9.46M | Sell |
231,215
-11,752
| -5% | -$481K | 0.09% | 143 |
|
|
2018
Q1 | $9.85M | Sell |
242,967
-17,691
| -7% | -$717K | 0.1% | 125 |
|
|
2017
Q4 | $7.79M | Sell |
260,658
-8,503
| -3% | -$254K | 0.07% | 178 |
|
|
2017
Q3 | $7.66M | Sell |
269,161
-6,920
| -3% | -$197K | 0.06% | 191 |
|
|
2017
Q2 | $6.55M | Buy |
276,081
+12,947
| +5% | +$307K | 0.06% | 220 |
|
|
2017
Q1 | $6.88M | Hold |
263,134
| – | – | 0.06% | 214 |
|
|
2016
Q4 | $7.51M | Sell |
263,134
-67,938
| -21% | -$1.94M | 0.06% | 225 |
|
|
2016
Q3 | $7.42M | Buy |
331,072
+4,633
| +1% | +$104K | 0.06% | 260 |
|
|
2016
Q2 | $5.78M | Sell |
326,439
-985
| -0.3% | -$17.4K | 0.05% | 342 |
|
|
2016
Q1 | $6.99M | Buy |
327,424
+6,721
| +2% | +$143K | 0.07% | 292 |
|
|
2015
Q4 | $6.75M | Buy |
+320,703
| New | +$6.75M | 0.07% | 291 |
|