Ategra Capital Management’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 | $11.9M | Sell |
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|
2025
Q2 | $16.7M | Sell |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $9.11M | Sell |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $15.4M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $9.95M | Buy |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $9.61M | Buy |
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|
2022
Q4 | $9.6M | Buy |
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|
2022
Q3 | $8.02M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.71M | Sell |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $1.63M | Sell |
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|
2019
Q4 | $7.69M | Sell |
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|
2019
Q3 | $7.29M | Hold |
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|
2019
Q2 | $7.19M | Sell |
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|
2019
Q1 | $8.5M | Buy |
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