Susquehanna Fundamental Investments’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 |
-31,451
| Closed | -$1.2M | – | 952 |
|
|
2022
Q4 | $1.2M | Sell |
31,451
-50,126
| -61% | -$1.92M | 0.02% | 609 |
|
|
2022
Q3 | $2.79M | Buy |
+81,577
| New | +$2.79M | 0.05% | 490 |
|
|
2022
Q1 | $2.15M | Buy |
+46,250
| New | +$2.15M | 0.04% | 556 |
|
|
2021
Q4 | – | Sell |
-16,755
| Closed | -$864K | – | 1432 |
|
|
2021
Q3 | $864K | Sell |
16,755
-2,687
| -14% | -$139K | 0.02% | 928 |
|
|
2021
Q2 | $902K | Hold |
19,442
| – | – | 0.02% | 889 |
|
|
2021
Q1 | $914K | Hold |
19,442
| – | – | 0.02% | 925 |
|
|
2020
Q4 | $730K | Buy |
+19,442
| New | +$730K | 0.01% | 971 |
|