Systematic Financial Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-42,050
| Closed | -$1.22M | – | 622 |
|
|
2019
Q1 | $1.22M | Sell |
42,050
-2,680
| -6% | -$77.6K | 0.04% | 390 |
|
|
2018
Q4 | $1.13M | Buy |
+44,730
| New | +$1.13M | 0.03% | 397 |
|
|
2018
Q2 | – | Sell |
-35,310
| Closed | -$1.43M | – | 633 |
|
|
2018
Q1 | $1.43M | Buy |
+35,310
| New | +$1.43M | 0.03% | 353 |
|
|
2015
Q4 | – | Sell |
-159,360
| Closed | -$5.13M | – | 614 |
|
|
2015
Q3 | $5.13M | Sell |
159,360
-850,000
| -84% | -$27.4M | 0.05% | 287 |
|
|
2015
Q2 | $26.7M | Sell |
1,009,360
-75,400
| -7% | -$1.99M | 0.23% | 115 |
|
|
2015
Q1 | $25.2M | Buy |
1,084,760
+281,680
| +35% | +$6.55M | 0.2% | 126 |
|
|
2014
Q4 | $15.6M | Buy |
803,080
+202,380
| +34% | +$3.94M | 0.12% | 182 |
|
|
2014
Q3 | $10.9M | Buy |
+600,700
| New | +$10.9M | 0.08% | 251 |
|