Ziegler Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,318
| Closed | -$270K | – | 399 |
|
|
2023
Q1 | $270K | Buy |
7,318
+1,434
| +24% | +$52.9K | 0.01% | 385 |
|
|
2022
Q4 | $225K | Sell |
5,884
-8
| -0.1% | -$306 | 0.01% | 383 |
|
|
2022
Q3 | $202K | Sell |
5,892
-38
| -0.6% | -$1.3K | 0.01% | 383 |
|
|
2022
Q2 | $213K | Hold |
5,930
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $275K | Buy |
+5,930
| New | +$275K | 0.01% | 355 |
|