Ameritas Investment Partners’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 | $405K | Sell |
5,322
-206
| -4% | -$15.7K | 0.01% | 932 |
|
|
2025
Q1 | $357K | Sell |
5,528
-189
| -3% | -$12.2K | 0.01% | 953 |
|
|
2024
Q4 | $399K | Buy |
5,717
+254
| +5% | +$17.7K | 0.01% | 941 |
|
|
2024
Q3 | $344K | Hold |
5,463
| – | – | 0.01% | 1007 |
|
|
2024
Q2 | $312K | Sell |
5,463
-190
| -3% | -$10.9K | 0.01% | 997 |
|
|
2024
Q1 | $305K | Hold |
5,653
| – | – | 0.01% | 1020 |
|
|
2023
Q4 | $309K | Hold |
5,653
| – | – | 0.01% | 1009 |
|
|
2023
Q3 | $214K | Buy |
5,653
+954
| +20% | +$36.1K | 0.01% | 1137 |
|
|
2023
Q2 | $185K | Buy |
4,699
+225
| +5% | +$8.87K | 0.01% | 1180 |
|
|
2023
Q1 | $165K | Hold |
4,474
| – | – | 0.01% | 1213 |
|
|
2022
Q4 | $189K | Hold |
4,474
| – | – | 0.01% | 1169 |
|
|
2022
Q3 | $153K | Hold |
4,474
| – | – | 0.01% | 1209 |
|
|
2022
Q2 | $160K | Hold |
4,474
| – | – | 0.01% | 1202 |
|
|
2022
Q1 | $208K | Hold |
4,474
| – | – | 0.01% | 1161 |
|
|
2021
Q4 | $250K | Hold |
4,474
| – | – | 0.01% | 1092 |
|
|
2021
Q3 | $231K | Hold |
4,474
| – | – | 0.01% | 1109 |
|
|
2021
Q2 | $208K | Sell |
4,474
-319
| -7% | -$14.8K | 0.01% | 1214 |
|
|
2021
Q1 | $225K | Hold |
4,793
| – | – | 0.01% | 1128 |
|
|
2020
Q4 | $180K | Sell |
4,793
-287
| -6% | -$10.8K | 0.01% | 1214 |
|
|
2020
Q3 | $118K | Hold |
5,080
| – | – | 0.01% | 1332 |
|
|
2020
Q2 | $112K | Hold |
5,080
| – | – | 0.01% | 1347 |
|
|
2020
Q1 | $92K | Hold |
5,080
| – | – | 0.01% | 1317 |
|
|
2019
Q4 | $154K | Buy |
5,080
+252
| +5% | +$7.64K | 0.01% | 1250 |
|
|
2019
Q3 | $133K | Hold |
4,828
| – | – | 0.01% | 1291 |
|
|
2019
Q2 | $132K | Hold |
4,828
| – | – | 0.01% | 1316 |
|
|
2019
Q1 | $140K | Hold |
4,828
| – | – | 0.01% | 1255 |
|
|
2018
Q4 | $122K | Hold |
4,828
| – | – | 0.01% | 1250 |
|
|
2018
Q3 | $166K | Hold |
4,828
| – | – | 0.01% | 1214 |
|
|
2018
Q2 | $198K | Sell |
4,828
-351
| -7% | -$14.4K | 0.01% | 1071 |
|
|
2018
Q1 | $210K | Hold |
5,179
| – | – | 0.01% | 1047 |
|
|
2017
Q4 | $155K | Hold |
5,179
| – | – | 0.01% | 1230 |
|
|
2017
Q3 | $137K | Hold |
5,179
| – | – | 0.01% | 1270 |
|
|
2017
Q2 | $123K | Hold |
5,179
| – | – | 0.01% | 1340 |
|
|
2017
Q1 | $135K | Buy |
+5,179
| New | +$135K | 0.01% | 1259 |
|