SummerHaven Investment Management’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 | $1.04M | Buy |
13,620
+234
| +2% | +$17.8K | 0.68% | 36 |
|
|
2025
Q1 | $864K | Buy |
13,386
+206
| +2% | +$13.3K | 0.6% | 59 |
|
|
2024
Q4 | $921K | Hold |
13,180
| – | – | 0.57% | 57 |
|
|
2024
Q3 | $829K | Sell |
13,180
-4,465
| -25% | -$281K | 0.51% | 105 |
|
|
2024
Q2 | $1.01M | Buy |
17,645
+281
| +2% | +$16.1K | 0.66% | 37 |
|
|
2024
Q1 | $938K | Buy |
17,364
+179
| +1% | +$9.67K | 0.59% | 59 |
|
|
2023
Q4 | $938K | Buy |
17,185
+206
| +1% | +$11.2K | 0.6% | 40 |
|
|
2023
Q3 | $643K | Buy |
+16,979
| New | +$643K | 0.47% | 130 |
|