Y-Intercept (HK)’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 |
-13,567
| Closed | -$948K | – | 1194 |
|
|
2024
Q4 | $948K | Buy |
13,567
+266
| +2% | +$18.6K | 0.06% | 449 |
|
|
2024
Q3 | $836K | Buy |
+13,301
| New | +$836K | 0.05% | 525 |
|
|
2024
Q2 | – | Sell |
-5,849
| Closed | -$316K | – | 1388 |
|
|
2024
Q1 | $316K | Buy |
+5,849
| New | +$316K | 0.02% | 935 |
|
|
2023
Q4 | – | Sell |
-7,745
| Closed | -$293K | – | 1225 |
|
|
2023
Q3 | $293K | Sell |
7,745
-311
| -4% | -$11.8K | 0.03% | 783 |
|
|
2023
Q2 | $318K | Sell |
8,056
-7,910
| -50% | -$312K | 0.03% | 745 |
|
|
2023
Q1 | $589K | Buy |
15,966
+10,450
| +189% | +$386K | 0.07% | 441 |
|
|
2022
Q4 | $211K | Sell |
5,516
-20,862
| -79% | -$797K | 0.03% | 809 |
|
|
2022
Q3 | $903K | Buy |
+26,378
| New | +$903K | 0.09% | 324 |
|
|
2022
Q2 | – | Sell |
-4,762
| Closed | -$221K | – | 854 |
|
|
2022
Q1 | $221K | Buy |
+4,762
| New | +$221K | 0.05% | 577 |
|