Algert Global’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
312,070
+90,340
| +41% | +$6.87M | 0.5% | 8 |
|
|
2025
Q1 | $14.3M | Buy |
221,730
+48,096
| +28% | +$3.1M | 0.35% | 30 |
|
|
2024
Q4 | $12.1M | Buy |
173,634
+15,017
| +9% | +$1.05M | 0.29% | 76 |
|
|
2024
Q3 | $9.97M | Sell |
158,617
-24,735
| -13% | -$1.56M | 0.27% | 81 |
|
|
2024
Q2 | $10.5M | Buy |
183,352
+16,448
| +10% | +$940K | 0.35% | 36 |
|
|
2024
Q1 | $9.02M | Buy |
166,904
+87,323
| +110% | +$4.72M | 0.35% | 46 |
|
|
2023
Q4 | $4.35M | Buy |
79,581
+15,655
| +24% | +$855K | 0.18% | 181 |
|
|
2023
Q3 | $2.42M | Sell |
63,926
-4,689
| -7% | -$178K | 0.11% | 302 |
|
|
2023
Q2 | $2.71M | Sell |
68,615
-1,855
| -3% | -$73.2K | 0.12% | 277 |
|
|
2023
Q1 | $2.6M | Buy |
70,470
+2,808
| +4% | +$104K | 0.12% | 260 |
|
|
2022
Q4 | $2.59M | Sell |
67,662
-15,295
| -18% | -$585K | 0.14% | 218 |
|
|
2022
Q3 | $2.84M | Buy |
82,957
+50,682
| +157% | +$1.74M | 0.17% | 168 |
|
|
2022
Q2 | $1.16M | Hold |
32,275
| – | – | 0.09% | 408 |
|
|
2022
Q1 | $1.5M | Buy |
+32,275
| New | +$1.5M | 0.1% | 344 |
|
|
2021
Q4 | – | Sell |
-4,467
| Closed | -$230K | – | 966 |
|
|
2021
Q3 | $230K | Buy |
+4,467
| New | +$230K | 0.03% | 856 |
|
|
2019
Q4 | – | Sell |
-7,629
| Closed | -$211K | – | 380 |
|
|
2019
Q3 | $211K | Sell |
7,629
-15,203
| -67% | -$420K | 0.08% | 272 |
|
|
2019
Q2 | $622K | Buy |
+22,832
| New | +$622K | 0.23% | 148 |
|