Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17
| Closed | – | – | 2125 |
|
|
2022
Q4 | $0 | Sell |
17
-15
| -47% | – | ﹤0.01% | 3847 |
|
|
2022
Q3 | $1K | Sell |
32
-506
| -94% | -$15.8K | ﹤0.01% | 3670 |
|
|
2022
Q2 | $19K | Buy |
538
+484
| +896% | +$17.1K | ﹤0.01% | 2768 |
|
|
2022
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 3578 |
|
|
2020
Q4 | – | Sell |
-452
| Closed | -$10K | – | 2849 |
|
|
2020
Q3 | $10K | Buy |
452
+161
| +55% | +$3.56K | ﹤0.01% | 2003 |
|
|
2020
Q2 | $6K | Sell |
291
-174
| -37% | -$3.59K | ﹤0.01% | 2024 |
|
|
2020
Q1 | $8K | Buy |
+465
| New | +$8K | ﹤0.01% | 1798 |
|