Versor Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$279K | – | 707 |
|
|
2024
Q4 | $279K | Buy |
4,000
+200
| +5% | +$14K | 0.05% | 585 |
|
|
2024
Q3 | $239K | Sell |
3,800
-5,000
| -57% | -$314K | 0.04% | 667 |
|
|
2024
Q2 | $503K | Buy |
+8,800
| New | +$503K | 0.09% | 361 |
|
|
2024
Q1 | – | Sell |
-3,792
| Closed | -$207K | – | 686 |
|
|
2023
Q4 | $207K | Buy |
+3,792
| New | +$207K | 0.04% | 650 |
|
|
2023
Q3 | – | Sell |
-13,065
| Closed | -$515K | – | 659 |
|
|
2023
Q2 | $515K | Buy |
13,065
+5,051
| +63% | +$199K | 0.09% | 251 |
|
|
2023
Q1 | $296K | Sell |
8,014
-11,486
| -59% | -$424K | 0.04% | 500 |
|
|
2022
Q4 | $745K | Buy |
+19,500
| New | +$745K | 0.06% | 225 |
|