Ameriprise’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 | $56.3M | Buy |
740,652
+58,774
| +9% | +$4.47M | 0.01% | 796 |
|
|
2025
Q1 | $44M | Buy |
681,878
+4,332
| +0.6% | +$279K | 0.01% | 899 |
|
|
2024
Q4 | $47.3M | Buy |
677,546
+54,238
| +9% | +$3.79M | 0.01% | 863 |
|
|
2024
Q3 | $39.2M | Buy |
623,308
+79,600
| +15% | +$5.01M | 0.01% | 961 |
|
|
2024
Q2 | $31.1M | Sell |
543,708
-44,661
| -8% | -$2.55M | 0.01% | 1027 |
|
|
2024
Q1 | $31.8M | Sell |
588,369
-31,511
| -5% | -$1.7M | 0.01% | 1025 |
|
|
2023
Q4 | $33.8M | Sell |
619,880
-756,735
| -55% | -$41.3M | 0.01% | 960 |
|
|
2023
Q3 | $52.1M | Buy |
1,376,615
+74,649
| +6% | +$2.83M | 0.02% | 721 |
|
|
2023
Q2 | $51.3M | Sell |
1,301,966
-58,922
| -4% | -$2.32M | 0.02% | 747 |
|
|
2023
Q1 | $50.2M | Sell |
1,360,888
-80,823
| -6% | -$2.98M | 0.02% | 753 |
|
|
2022
Q4 | $55.1M | Sell |
1,441,711
-448,645
| -24% | -$17.1M | 0.02% | 686 |
|
|
2022
Q3 | $64.7M | Sell |
1,890,356
-65,465
| -3% | -$2.24M | 0.02% | 604 |
|
|
2022
Q2 | $70.1M | Sell |
1,955,821
-48,904
| -2% | -$1.75M | 0.02% | 605 |
|
|
2022
Q1 | $93M | Buy |
2,004,725
+39,442
| +2% | +$1.83M | 0.03% | 550 |
|
|
2021
Q4 | $110M | Buy |
1,965,283
+105,117
| +6% | +$5.88M | 0.03% | 541 |
|
|
2021
Q3 | $95.9M | Sell |
1,860,166
-96,915
| -5% | -$5M | 0.03% | 534 |
|
|
2021
Q2 | $90.8M | Buy |
1,957,081
+391,089
| +25% | +$18.1M | 0.03% | 563 |
|
|
2021
Q1 | $73.6M | Sell |
1,565,992
-29,673
| -2% | -$1.39M | 0.02% | 608 |
|
|
2020
Q4 | $59.9M | Buy |
1,595,665
+29,807
| +2% | +$1.12M | 0.02% | 660 |
|
|
2020
Q3 | $36.5M | Sell |
1,565,858
-28,192
| -2% | -$657K | 0.01% | 765 |
|
|
2020
Q2 | $35.2M | Sell |
1,594,050
-273,821
| -15% | -$6.05M | 0.02% | 758 |
|
|
2020
Q1 | $33.9M | Buy |
1,867,871
+43,893
| +2% | +$796K | 0.02% | 684 |
|
|
2019
Q4 | $55.2M | Sell |
1,823,978
-111,890
| -6% | -$3.39M | 0.02% | 652 |
|
|
2019
Q3 | $53.5M | Sell |
1,935,868
-105,618
| -5% | -$2.92M | 0.02% | 621 |
|
|
2019
Q2 | $55.6M | Buy |
2,041,486
+87,959
| +5% | +$2.4M | 0.02% | 623 |
|
|
2019
Q1 | $56.6M | Sell |
1,953,527
-27,260
| -1% | -$789K | 0.03% | 597 |
|
|
2018
Q4 | $49.9M | Buy |
1,980,787
+47,917
| +2% | +$1.21M | 0.02% | 618 |
|
|
2018
Q3 | $66.5M | Sell |
1,932,870
-18,921
| -1% | -$651K | 0.02% | 606 |
|
|
2018
Q2 | $79.8M | Sell |
1,951,791
-24,181
| -1% | -$989K | 0.04% | 473 |
|
|
2018
Q1 | $80.1M | Sell |
1,975,972
-249,627
| -11% | -$10.1M | 0.04% | 464 |
|
|
2017
Q4 | $66.5M | Sell |
2,225,599
-102,022
| -4% | -$3.05M | 0.03% | 481 |
|
|
2017
Q3 | $66.3M | Sell |
2,327,621
-111,345
| -5% | -$3.17M | 0.03% | 475 |
|
|
2017
Q2 | $57.9M | Sell |
2,438,966
-294,007
| -11% | -$6.97M | 0.03% | 506 |
|
|
2017
Q1 | $71.4M | Sell |
2,732,973
-509,328
| -16% | -$13.3M | 0.04% | 440 |
|
|
2016
Q4 | $92.6M | Sell |
3,242,301
-15,419
| -0.5% | -$440K | 0.05% | 358 |
|
|
2016
Q3 | $73M | Buy |
3,257,720
+1,101,978
| +51% | +$24.7M | 0.04% | 409 |
|
|
2016
Q2 | $38.2M | Buy |
2,155,742
+116,683
| +6% | +$2.07M | 0.02% | 593 |
|
|
2016
Q1 | $43.5M | Buy |
2,039,059
+502,667
| +33% | +$10.7M | 0.03% | 526 |
|
|
2015
Q4 | $32.3M | Buy |
1,536,392
+1,175,480
| +326% | +$24.7M | 0.02% | 653 |
|
|
2015
Q3 | $11.6M | Buy |
360,912
+91,220
| +34% | +$2.94M | 0.01% | 1342 |
|
|
2015
Q2 | $7.13M | Buy |
269,692
+16,388
| +6% | +$433K | ﹤0.01% | 1875 |
|
|
2015
Q1 | $5.89M | Buy |
253,304
+20,368
| +9% | +$474K | ﹤0.01% | 1992 |
|
|
2014
Q4 | $4.53M | Buy |
232,936
+13,236
| +6% | +$257K | ﹤0.01% | 2113 |
|
|
2014
Q3 | $3.99M | Buy |
219,700
+9,340
| +4% | +$170K | ﹤0.01% | 2169 |
|
|
2014
Q2 | $3.86M | Sell |
210,360
-350,396
| -62% | -$6.43M | ﹤0.01% | 2228 |
|
|
2014
Q1 | $12M | Buy |
560,756
+368,096
| +191% | +$7.89M | 0.01% | 1355 |
|
|
2013
Q4 | $3.78M | Buy |
192,660
+8,220
| +4% | +$161K | ﹤0.01% | 2168 |
|
|
2013
Q3 | $2.99M | Buy |
184,440
+180,892
| +5,098% | +$2.93M | ﹤0.01% | 2249 |
|
|
2013
Q2 | $41K | Buy |
+3,548
| New | +$41K | ﹤0.01% | 3817 |
|