Advisory Research’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	$2.01M	Buy	26,445 +6,075	+30%	+$462K	0.31%	69
2025 Q1	$1.31M	Buy	20,370 +55	+0.3%	+$3.55K	0.23%	91
2024 Q4	$1.42M	Buy	20,315 +8,255	+68%	+$577K	0.24%	90
2024 Q3	$758K	Buy	+12,060	New	+$758K	0.13%	120