Wolverine Trading’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 | – | Sell |
-8,590
| Closed | -$546K | – | 1333 |
|
2025
Q1 | $546K | Buy |
8,590
+2,673
| +45% | +$170K | ﹤0.01% | 647 |
|
2024
Q4 | $420K | Sell |
5,917
-4,826
| -45% | -$342K | ﹤0.01% | 900 |
|
2024
Q3 | $669K | Buy |
+10,743
| New | +$669K | ﹤0.01% | 554 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 1321 |
|
2024
Q1 | – | Sell |
-18,253
| Closed | -$997K | – | 1271 |
|
2023
Q4 | $997K | Buy |
+18,253
| New | +$997K | ﹤0.01% | 438 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 1238 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 1151 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 1283 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 1249 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 1495 |
|
2020
Q3 | – | Sell |
-9,615
| Closed | -$207K | – | 1288 |
|
2020
Q2 | $207K | Buy |
+9,615
| New | +$207K | ﹤0.01% | 991 |
|
2020
Q1 | – | Sell |
-6,801
| Closed | -$207K | – | 1331 |
|
2019
Q4 | $207K | Sell |
6,801
-3,025
| -31% | -$92.1K | ﹤0.01% | 1195 |
|
2019
Q3 | $269K | Sell |
9,826
-5,130
| -34% | -$140K | ﹤0.01% | 910 |
|
2019
Q2 | $408K | Buy |
14,956
+3,159
| +27% | +$86.2K | ﹤0.01% | 674 |
|
2019
Q1 | $342K | Buy |
+11,797
| New | +$342K | ﹤0.01% | 736 |
|
2018
Q4 | – | Sell |
-11,608
| Closed | -$399K | – | 1334 |
|
2018
Q3 | $399K | Buy |
+11,608
| New | +$399K | ﹤0.01% | 915 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 1434 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 1577 |
|
2016
Q4 | – | Sell |
-11,145
| Closed | -$247K | – | 1230 |
|
2016
Q3 | $247K | Buy |
+11,145
| New | +$247K | ﹤0.01% | 768 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 905 |
|