Advisors Asset Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
1,536
-532
| -26% | -$40.5K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $133K | Sell |
2,068
-460
| -18% | -$29.7K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $177K | Buy |
2,528
+567
| +29% | +$39.6K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $123K | Buy |
1,961
+496
| +34% | +$31.2K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $83.7K | Buy |
1,465
+564
| +63% | +$32.2K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $48.7K | Buy |
901
+496
| +122% | +$26.8K | ﹤0.01% | 1290 |
|
|
2023
Q4 | $22.1K | Buy |
+405
| New | +$22.1K | ﹤0.01% | 1349 |
|
|
2018
Q1 | – | Sell |
-894
| Closed | -$27K | – | 1538 |
|
|
2017
Q4 | $27K | Sell |
894
-121
| -12% | -$3.65K | ﹤0.01% | 1434 |
|
|
2017
Q3 | $29K | Sell |
1,015
-6,019
| -86% | -$172K | ﹤0.01% | 1444 |
|
|
2017
Q2 | $167K | Sell |
7,034
-2,912
| -29% | -$69.1K | ﹤0.01% | 1299 |
|
|
2017
Q1 | $260K | Sell |
9,946
-1,908
| -16% | -$49.9K | ﹤0.01% | 1256 |
|
|
2016
Q4 | $338K | Sell |
11,854
-2,739
| -19% | -$78.1K | 0.01% | 1258 |
|
|
2016
Q3 | $327K | Sell |
14,593
-907
| -6% | -$20.3K | 0.01% | 1219 |
|
|
2016
Q2 | $275K | Buy |
15,500
+1,182
| +8% | +$21K | ﹤0.01% | 1271 |
|
|
2016
Q1 | $306K | Buy |
14,318
+5,441
| +61% | +$116K | 0.01% | 1221 |
|
|
2015
Q4 | $187K | Buy |
8,877
+5,061
| +133% | +$107K | ﹤0.01% | 1407 |
|
|
2015
Q3 | $123K | Buy |
+3,816
| New | +$123K | ﹤0.01% | 1477 |
|
|
2014
Q3 | – | Sell |
-3,004
| Closed | -$55K | – | 1781 |
|
|
2014
Q2 | $55K | Sell |
3,004
-480
| -14% | -$8.79K | ﹤0.01% | 1645 |
|
|
2014
Q1 | $75K | Sell |
3,484
-656
| -16% | -$14.1K | ﹤0.01% | 1530 |
|
|
2013
Q4 | $81K | Sell |
4,140
-4,284
| -51% | -$83.8K | ﹤0.01% | 1484 |
|
|
2013
Q3 | $137K | Buy |
8,424
+4,088
| +94% | +$66.5K | ﹤0.01% | 1239 |
|
|
2013
Q2 | $50K | Buy |
+4,336
| New | +$50K | ﹤0.01% | 1528 |
|