Avenir Corporation’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.77M | Hold |
20,790
| – | – | 0.22% | 31 |
|
|
2025
Q4 | $1.79M | Hold |
20,790
| – | – | 0.19% | 29 |
|
|
2025
Q3 | $1.76M | Hold |
20,790
| – | – | 0.18% | 32 |
|
|
2025
Q2 | $1.58M | Hold |
20,790
| – | – | 0.16% | 32 |
|
|
2025
Q1 | $1.34M | Hold |
20,790
| – | – | 0.14% | 32 |
|
|
2024
Q4 | $1.45M | Hold |
20,790
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $1.31M | Hold |
20,790
| – | – | 0.13% | 32 |
|
|
2024
Q2 | $1.19M | Hold |
20,790
| – | – | 0.12% | 35 |
|
|
2024
Q1 | $1.12M | Hold |
20,790
| – | – | 0.1% | 35 |
|
|
2023
Q4 | $1.14M | Buy |
+20,790
| New | +$868K | 0.1% | 36 |
|
|
2020
Q3 | – | Sell |
-32,540
| Closed | -$718K | – | 67 |
|
|
2020
Q2 | $718K | Hold |
32,540
| – | – | 0.08% | 46 |
|
|
2020
Q1 | $590K | Hold |
32,540
| – | – | 0.08% | 47 |
|
|
2019
Q4 | $985K | Hold |
32,540
| – | – | 0.1% | 49 |
|
|
2019
Q3 | $900K | Hold |
32,540
| – | – | 0.09% | 50 |
|
|
2019
Q2 | $887K | Hold |
32,540
| – | – | 0.09% | 52 |
|
|
2019
Q1 | $942K | Hold |
32,540
| – | – | 0.1% | 49 |
|
|
2018
Q4 | $819K | Hold |
32,540
| – | – | 0.1% | 47 |
|
|
2018
Q3 | $1.12M | Hold |
32,540
| – | – | 0.12% | 47 |
|
|
2018
Q2 | $1.33M | Hold |
32,540
| – | – | 0.15% | 47 |
|
|
2018
Q1 | $1.32M | Hold |
32,540
| – | – | 0.14% | 47 |
|
|
2017
Q4 | $973K | Hold |
32,540
| – | – | 0.09% | 51 |
|
|
2017
Q3 | $926K | Hold |
32,540
| – | – | 0.08% | 50 |
|
|
2017
Q2 | $772K | Buy |
+32,540
| New | +$770K | 0.07% | 54 |
|
Other funds holding AX
VPM
VCM
DAM
