Arax Advisory 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 | $78K | Buy |
1,026
+40
| +4% | +$3.04K | ﹤0.01% | 1043 |
|
|
2025
Q1 | $63.6K | Sell |
986
-111
| -10% | -$7.16K | ﹤0.01% | 867 |
|
|
2024
Q4 | $76.6K | Buy |
1,097
+773
| +239% | +$54K | ﹤0.01% | 761 |
|
|
2024
Q3 | $20.4K | Buy |
324
+16
| +5% | +$1.01K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $17.6K | Buy |
308
+134
| +77% | +$7.66K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $9.4K | Hold |
174
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $9.5K | Hold |
174
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $6.59K | Hold |
174
| – | – | ﹤0.01% | 816 |
|
|
2023
Q2 | $6.86K | Hold |
174
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $6.43K | Hold |
174
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $6.65K | Hold |
174
| – | – | ﹤0.01% | 721 |
|
|
2022
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $6K | Hold |
174
| – | – | ﹤0.01% | 722 |
|
|
2022
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 679 |
|
|
2021
Q4 | $10K | Hold |
174
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $9K | Buy |
+174
| New | +$9K | ﹤0.01% | 652 |
|