Advisors Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $123K | Buy |
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|
2024
Q2 | $83.7K | Buy |
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|
2024
Q1 | $48.7K | Buy |
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|
2023
Q4 | $22.1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $29K | Sell |
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|
2017
Q2 | $167K | Sell |
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|
2017
Q1 | $260K | Sell |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $275K | Buy |
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|
2016
Q1 | $306K | Buy |
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|
2015
Q4 | $187K | Buy |
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|
2015
Q3 | $123K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $55K | Sell |
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|
2014
Q1 | $75K | Sell |
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|
2013
Q4 | $81K | Sell |
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|
2013
Q3 | $137K | Buy |
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|
2013
Q2 | $50K | Buy |
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