Shaker Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Sell |
410,372
-12,706
| -3% | -$966K | 12.77% | 1 |
|
|
2025
Q1 | $27.3M | Sell |
423,078
-2,953
| -0.7% | -$191K | 13.15% | 1 |
|
|
2024
Q4 | $29.8M | Sell |
426,031
-13,622
| -3% | -$951K | 12.46% | 1 |
|
|
2024
Q3 | $27.6M | Sell |
439,653
-20,347
| -4% | -$1.28M | 11.52% | 1 |
|
|
2024
Q2 | $26.3M | Sell |
460,000
-6,277
| -1% | -$359K | 11.43% | 1 |
|
|
2024
Q1 | $25.2M | Sell |
466,277
-1,255
| -0.3% | -$67.8K | 10.67% | 1 |
|
|
2023
Q4 | $25.5M | Sell |
467,532
-2,270
| -0.5% | -$124K | 11.9% | 1 |
|
|
2023
Q3 | $17.8M | Buy |
469,802
+2,707
| +0.6% | +$102K | 9.81% | 1 |
|
|
2023
Q2 | $18.4M | Sell |
467,095
-7,935
| -2% | -$313K | 9.4% | 1 |
|
|
2023
Q1 | $17.5M | Buy |
475,030
+1,904
| +0.4% | +$70.3K | 9.8% | 1 |
|
|
2022
Q4 | $18.1M | Buy |
473,126
+22,772
| +5% | +$870K | 11.22% | 1 |
|
|
2022
Q3 | $15.4M | Buy |
450,354
+72
| +0% | +$2.47K | 10.34% | 1 |
|
|
2022
Q2 | $16.1M | Sell |
450,282
-16,148
| -3% | -$579K | 10.26% | 1 |
|
|
2022
Q1 | $21.6M | Sell |
466,430
-4,995
| -1% | -$232K | 11.01% | 1 |
|
|
2021
Q4 | $26.4M | Sell |
471,425
-39,926
| -8% | -$2.23M | 11.36% | 1 |
|
|
2021
Q3 | $26.4M | Sell |
511,351
-21,268
| -4% | -$1.1M | 11.63% | 1 |
|
|
2021
Q2 | $24.7M | Sell |
532,619
-4,136
| -0.8% | -$192K | 11.43% | 1 |
|
|
2021
Q1 | $25.2M | Sell |
536,755
-36,141
| -6% | -$1.7M | 12.23% | 1 |
|
|
2020
Q4 | $21.5M | Sell |
572,896
-69,123
| -11% | -$2.59M | 10.82% | 1 |
|
|
2020
Q3 | $15M | Sell |
642,019
-4,652
| -0.7% | -$108K | 7.65% | 1 |
|
|
2020
Q2 | $14.3M | Buy |
646,671
+1,069
| +0.2% | +$23.6K | 8.12% | 1 |
|
|
2020
Q1 | $11.7M | Sell |
645,602
-13,028
| -2% | -$236K | 10.03% | 1 |
|
|
2019
Q4 | $19.9M | Sell |
658,630
-13,675
| -2% | -$414K | 11.86% | 1 |
|
|
2019
Q3 | $18.6M | Sell |
672,305
-3,285
| -0.5% | -$90.8K | 12.16% | 1 |
|
|
2019
Q2 | $18.4M | Buy |
675,590
+57,599
| +9% | +$1.57M | 12.26% | 1 |
|
|
2019
Q1 | $17.9M | Sell |
617,991
-77,624
| -11% | -$2.25M | 12.39% | 1 |
|
|
2018
Q4 | $17.5M | Sell |
695,615
-6,030
| -0.9% | -$152K | 15.21% | 1 |
|
|
2018
Q3 | $24.1M | Sell |
701,645
-6,877
| -1% | -$237K | 14.9% | 1 |
|
|
2018
Q2 | $29M | Sell |
708,522
-96,786
| -12% | -$3.96M | 17.85% | 1 |
|
|
2018
Q1 | $32.6M | Sell |
805,308
-186,635
| -19% | -$7.56M | 20.22% | 1 |
|
|
2017
Q4 | $29.7M | Sell |
991,943
-39,825
| -4% | -$1.19M | 19.64% | 1 |
|
|
2017
Q3 | $29.4M | Sell |
1,031,768
-23,474
| -2% | -$668K | 20.47% | 1 |
|
|
2017
Q2 | $25M | Sell |
1,055,242
-23,455
| -2% | -$556K | 18.88% | 1 |
|
|
2017
Q1 | $28.2M | Sell |
1,078,697
-55,500
| -5% | -$1.45M | 21.68% | 1 |
|
|
2016
Q4 | $32.4M | Sell |
1,134,197
-21,320
| -2% | -$609K | 25.54% | 1 |
|
|
2016
Q3 | $25.9M | Buy |
1,155,517
+5,783
| +0.5% | +$130K | 20.83% | 1 |
|
|
2016
Q2 | $20.4M | Sell |
1,149,734
-6,706
| -0.6% | -$119K | 18.48% | 1 |
|
|
2016
Q1 | $24.7M | Buy |
1,156,440
+17,460
| +2% | +$373K | 23.42% | 1 |
|
|
2015
Q4 | $24M | Buy |
1,138,980
+17,912
| +2% | +$377K | 19.8% | 1 |
|
|
2015
Q3 | $36.1M | Sell |
1,121,068
-82,156
| -7% | -$2.65M | 28.3% | 1 |
|
|
2015
Q2 | $31.8M | Sell |
1,203,224
-44,240
| -4% | -$1.17M | 22.16% | 1 |
|
|
2015
Q1 | $29M | Sell |
1,247,464
-5,080
| -0.4% | -$118K | 19.35% | 1 |
|
|
2014
Q4 | $24.4M | Sell |
1,252,544
-23,468
| -2% | -$457K | 16.47% | 1 |
|
|
2014
Q3 | $23.2M | Sell |
1,276,012
-160
| -0% | -$2.91K | 15.81% | 1 |
|
|
2014
Q2 | $23.4M | Buy |
1,276,172
+1,960
| +0.2% | +$36K | 15.21% | 1 |
|
|
2014
Q1 | $27.3M | Sell |
1,274,212
-24,096
| -2% | -$517K | 16.91% | 1 |
|
|
2013
Q4 | $25.5M | Buy |
+1,298,308
| New | +$25.5M | 16.48% | 1 |
|