Algert Global’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 | $23.7M | Buy |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $9.97M | Sell |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $9.02M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.6M | Buy |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $1.16M | Hold |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $622K | Buy |
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