Ameritas Investment Partners’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
Q3 | $385K | Sell |
|
|||||
|
2025
Q2 | $405K | Sell |
|
|||||
|
2025
Q1 | $357K | Sell |
|
|||||
|
2024
Q4 | $399K | Buy |
|
|||||
|
2024
Q3 | $344K | Hold |
|
|||||
|
2024
Q2 | $312K | Sell |
|
|||||
|
2024
Q1 | $305K | Hold |
|
|||||
|
2023
Q4 | $309K | Hold |
|
|||||
|
2023
Q3 | $214K | Buy |
|
|||||
|
2023
Q2 | $185K | Buy |
|
|||||
|
2023
Q1 | $165K | Hold |
|
|||||
|
2022
Q4 | $189K | Hold |
|
|||||
|
2022
Q3 | $153K | Hold |
|
|||||
|
2022
Q2 | $160K | Hold |
|
|||||
|
2022
Q1 | $208K | Hold |
|
|||||
|
2021
Q4 | $250K | Hold |
|
|||||
|
2021
Q3 | $231K | Hold |
|
|||||
|
2021
Q2 | $208K | Sell |
|
|||||
|
2021
Q1 | $225K | Hold |
|
|||||
|
2020
Q4 | $180K | Sell |
|
|||||
|
2020
Q3 | $118K | Hold |
|
|||||
|
2020
Q2 | $112K | Hold |
|
|||||
|
2020
Q1 | $92K | Hold |
|
|||||
|
2019
Q4 | $154K | Buy |
|
|||||
|
2019
Q3 | $133K | Hold |
|
|||||
|
2019
Q2 | $132K | Hold |
|
|||||
|
2019
Q1 | $140K | Hold |
|
|||||
|
2018
Q4 | $122K | Hold |
|
|||||
|
2018
Q3 | $166K | Hold |
|
|||||
|
2018
Q2 | $198K | Sell |
|
|||||
|
2018
Q1 | $210K | Hold |
|
|||||
|
2017
Q4 | $155K | Hold |
|
|||||
|
2017
Q3 | $137K | Hold |
|
|||||
|
2017
Q2 | $123K | Hold |
|
|||||
|
2017
Q1 | $135K | Buy |
|