Annis Gardner Whiting Capital Advisors’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	$229	Buy	+3	New	+$229	﹤0.01%	1268
2024 Q3	–	Sell	-473	Closed	-$27K	–	751
2024 Q2	$27K	Sell	473 -58	-11%	-$3.32K	0.01%	507
2024 Q1	$28.7K	Buy	+531	New	+$28.7K	0.01%	483