B. Metzler seel. Sohn & Co’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 | $1.1M | Sell |
12,980
-35
| -0.3% | -$3.19K | 0.01% | 521 |
|
|
2025
Q4 | $1.12M | Sell |
13,015
-3,238
| -20% | -$267K | 0.01% | 526 |
|
|
2025
Q3 | $1.38M | Sell |
16,253
-1,885
| -10% | -$164K | 0.01% | 480 |
|
|
2025
Q2 | $1.38M | Sell |
18,138
-3,907
| -18% | -$264K | 0.01% | 464 |
|
|
2025
Q1 | $1.42M | Sell |
22,045
-988
| -4% | -$67K | 0.01% | 428 |
|
|
2024
Q4 | $1.61M | Sell |
23,033
-3,062
| -12% | -$224K | 0.02% | 428 |
|
|
2024
Q3 | $1.64M | Buy |
26,095
+6,508
| +33% | +$428K | 0.02% | 439 |
|
|
2024
Q2 | $1.12M | Sell |
19,587
-3,623
| -16% | -$197K | 0.01% | 502 |
|
|
2024
Q1 | $1.25M | Hold |
23,210
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $1.27M | Sell |
23,210
-3,300
| -12% | -$138K | 0.02% | 456 |
|
|
2023
Q3 | $1M | Sell |
26,510
-39,800
| -60% | -$1.68M | 0.02% | 460 |
|
|
2023
Q2 | $2.62M | Buy |
66,310
+33,155
| +100% | +$1.28M | 0.04% | 314 |
|
|
2023
Q1 | $1.22M | Buy |
33,155
+7,524
| +29% | +$325K | 0.02% | 405 |
|
|
2022
Q4 | $980K | Buy |
25,631
+4,838
| +23% | +$184K | 0.02% | 434 |
|
|
2022
Q3 | $712K | Sell |
20,793
-6,382
| -23% | -$258K | 0.01% | 488 |
|
|
2022
Q2 | $974K | Sell |
27,175
-592
| -2% | -$22.8K | 0.02% | 440 |
|
|
2022
Q1 | $1.29M | Hold |
27,767
| – | – | 0.02% | 431 |
|
|
2021
Q4 | $1.54M | Sell |
27,767
-15,597
| -36% | -$873K | 0.02% | 362 |
|
|
2021
Q3 | $2.23M | Buy |
43,364
+2,241
| +5% | +$106K | 0.03% | 290 |
|
|
2021
Q2 | $1.91M | Buy |
41,123
+787
| +2% | +$36.8K | 0.03% | 306 |
|
|
2021
Q1 | $1.9M | Buy |
40,336
+3,715
| +10% | +$167K | 0.03% | 302 |
|
|
2020
Q4 | $1.37M | Buy |
+36,621
| New | +$1.16M | 0.03% | 338 |
|
Other funds holding AX
VPM
VCM
DAM
