Avior Wealth Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,486
| Closed | -$104K | – | 862 |
|
|
2024
Q4 | $104K | Buy |
1,486
+676
| +83% | +$47.2K | ﹤0.01% | 886 |
|
|
2024
Q3 | $50.9K | Hold |
810
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q2 | $46.3K | Sell |
810
-11
| -1% | -$629 | ﹤0.01% | 1120 |
|
|
2024
Q1 | $44.4K | Buy |
821
+11
| +1% | +$594 | ﹤0.01% | 1276 |
|
|
2023
Q4 | $44.2K | Hold |
810
| – | – | ﹤0.01% | 748 |
|
|
2023
Q3 | $30.7K | Buy |
810
+410
| +103% | +$15.5K | ﹤0.01% | 866 |
|
|
2023
Q2 | $15.8K | Hold |
400
| – | – | ﹤0.01% | 968 |
|
|
2023
Q1 | $14.8K | Hold |
400
| – | – | ﹤0.01% | 995 |
|
|
2022
Q4 | $15.3K | Hold |
400
| – | – | ﹤0.01% | 792 |
|
|
2022
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 806 |
|
|
2022
Q2 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 718 |
|