Simplex Trading’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 | $235K | Buy |
+3,101
| New | +$235K | ﹤0.01% | 861 |
|
|
2025
Q1 | – | Sell |
-13,858
| Closed | -$967K | – | 2427 |
|
|
2024
Q4 | $967K | Buy |
13,858
+11,378
| +459% | +$794K | ﹤0.01% | 453 |
|
|
2024
Q3 | $155K | Buy |
+2,480
| New | +$155K | ﹤0.01% | 967 |
|
|
2024
Q2 | – | Sell |
-22,891
| Closed | -$1.24M | – | 2448 |
|
|
2024
Q1 | $1.24M | Sell |
22,891
-66,052
| -74% | -$3.57M | ﹤0.01% | 401 |
|
|
2023
Q4 | $4.86M | Buy |
+88,943
| New | +$4.86M | ﹤0.01% | 134 |
|
|
2023
Q3 | – | Sell |
-2,245
| Closed | -$88K | – | 2308 |
|
|
2023
Q2 | $88K | Buy |
+2,245
| New | +$88K | ﹤0.01% | 1094 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2351 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2550 |
|
|
2022
Q3 | – | Sell |
-839
| Closed | -$30K | – | 2729 |
|
|
2022
Q2 | $30K | Sell |
839
-1,664
| -66% | -$59.5K | ﹤0.01% | 1613 |
|
|
2022
Q1 | $116K | Buy |
+2,503
| New | +$116K | ﹤0.01% | 1343 |
|
|
2021
Q4 | – | Sell |
-1,420
| Closed | -$66K | – | 3013 |
|
|
2021
Q3 | $66K | Hold |
1,420
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q2 | $65K | Buy |
+1,420
| New | +$65K | ﹤0.01% | 1901 |
|
|
2021
Q1 | – | Sell |
-419
| Closed | -$15K | – | 2541 |
|
|
2020
Q4 | $15K | Buy |
+419
| New | +$15K | ﹤0.01% | 1854 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2150 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2037 |
|
|
2020
Q1 | – | Sell |
-3,928
| Closed | -$118K | – | 2097 |
|
|
2019
Q4 | $118K | Buy |
+3,928
| New | +$118K | ﹤0.01% | 940 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1889 |
|
|
2019
Q2 | – | Sell |
-9,065
| Closed | -$262K | – | 1826 |
|
|
2019
Q1 | $262K | Buy |
+9,065
| New | +$262K | ﹤0.01% | 586 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1928 |
|
|
2018
Q3 | – | Sell |
-653
| Closed | -$26K | – | 2072 |
|
|
2018
Q2 | $26K | Buy |
+653
| New | +$26K | ﹤0.01% | 1448 |
|
|
2018
Q1 | – | Sell |
-4,363
| Closed | -$130K | – | 1988 |
|
|
2017
Q4 | $130K | Buy |
+4,363
| New | +$130K | 0.01% | 875 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1801 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1887 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1872 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1753 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1669 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1744 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1690 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1766 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1838 |
|
|
2015
Q2 | – | Sell |
-1,324
| Closed | -$30K | – | 1820 |
|
|
2015
Q1 | $30K | Buy |
+1,324
| New | +$30K | ﹤0.01% | 974 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1388 |
|