Tidal Investments’s Axos Financial AX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28,675
Closed -$1.64M 1799
2024
Q2
$1.64M Buy
28,675
+381
+1% +$21.8K 0.02% 635
2024
Q1
$1.53M Buy
28,294
+2,787
+11% +$151K 0.03% 649
2023
Q4
$1.39M Sell
25,507
-33,505
-57% -$1.83M 0.03% 490
2023
Q3
$2.23M Buy
59,012
+27,469
+87% +$1.04M 0.07% 283
2023
Q2
$1.24M Buy
+31,543
New +$1.24M 0.04% 462