ALPS Advisors’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 | $435K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $307K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $449K | Sell |
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|
2018
Q1 | $466K | Sell |
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|
2017
Q4 | $543K | Hold |
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|
2017
Q3 | $517K | Buy |
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|
2017
Q2 | $394K | Buy |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $548K | Buy |
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|
2016
Q3 | $426K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $471K | Buy |
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|
2015
Q4 | $341K | Hold |
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|
2015
Q3 | $5.22K | Sell |
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|
2015
Q2 | $590K | Buy |
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|
2015
Q1 | $511K | Sell |
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|
2014
Q4 | $540K | Sell |
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|
2014
Q3 | $573K | Buy |
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|
2014
Q2 | $474K | Buy |
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|
2014
Q1 | $539K | Sell |
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|
2013
Q4 | $606K | Buy |
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|
2013
Q3 | $243K | Buy |
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