Avantax Advisory Services’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 | $551K | Buy |
7,250
+62
| +0.9% | +$4.71K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $464K | Buy |
7,188
+67
| +0.9% | +$4.32K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $497K | Buy |
7,121
+48
| +0.7% | +$3.35K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $445K | Sell |
7,073
-39
| -0.5% | -$2.45K | ﹤0.01% | 1489 |
|
|
2024
Q2 | $406K | Buy |
+7,112
| New | +$406K | ﹤0.01% | 1500 |
|