Bank of America’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 | $18.9M | Buy |
221,656
+90,086
| +68% | +$8.21M | ﹤0.01% | 2437 |
|
|
2025
Q4 | $11.3M | Sell |
131,570
-11,035
| -8% | -$909K | ﹤0.01% | 2753 |
|
|
2025
Q3 | $12.1M | Sell |
142,605
-818
| -0.6% | -$71.3K | ﹤0.01% | 3114 |
|
|
2025
Q2 | $10.9M | Sell |
143,423
-5,879
| -4% | -$397K | ﹤0.01% | 3160 |
|
|
2025
Q1 | $9.63M | Buy |
149,302
+98,589
| +194% | +$6.69M | ﹤0.01% | 3173 |
|
|
2024
Q4 | $3.54M | Sell |
50,713
-187,037
| -79% | -$13.7M | ﹤0.01% | 3928 |
|
|
2024
Q3 | $14.9M | Buy |
237,750
+49,408
| +26% | +$3.25M | ﹤0.01% | 2680 |
|
|
2024
Q2 | $10.8M | Sell |
188,342
-146,648
| -44% | -$7.98M | ﹤0.01% | 2880 |
|
|
2024
Q1 | $18.1M | Buy |
334,990
+78,726
| +31% | +$4.14M | ﹤0.01% | 2386 |
|
|
2023
Q4 | $14M | Buy |
256,264
+187,335
| +272% | +$7.82M | ﹤0.01% | 2510 |
|
|
2023
Q3 | $2.61M | Sell |
68,929
-96,597
| -58% | -$4.09M | ﹤0.01% | 4018 |
|
|
2023
Q2 | $6.53M | Sell |
165,526
-44,665
| -21% | -$1.73M | ﹤0.01% | 3138 |
|
|
2023
Q1 | $7.76M | Buy |
210,191
+5,934
| +3% | +$256K | ﹤0.01% | 3079 |
|
|
2022
Q4 | $7.81M | Buy |
204,257
+4,462
| +2% | +$170K | ﹤0.01% | 2926 |
|
|
2022
Q3 | $6.84M | Buy |
199,795
+22,273
| +13% | +$901K | ﹤0.01% | 3013 |
|
|
2022
Q2 | $6.36M | Buy |
177,522
+25,347
| +17% | +$974K | ﹤0.01% | 3133 |
|
|
2022
Q1 | $7.06M | Sell |
152,175
-62,159
| -29% | -$3.28M | ﹤0.01% | 3248 |
|
|
2021
Q4 | $12M | Buy |
214,334
+43,483
| +25% | +$2.43M | ﹤0.01% | 2743 |
|
|
2021
Q3 | $8.81M | Buy |
170,851
+9,241
| +6% | +$438K | ﹤0.01% | 2991 |
|
|
2021
Q2 | $7.5M | Sell |
161,610
-66,148
| -29% | -$3.09M | ﹤0.01% | 3111 |
|
|
2021
Q1 | $10.7M | Buy |
227,758
+137,302
| +152% | +$6.18M | ﹤0.01% | 2647 |
|
|
2020
Q4 | $3.4M | Buy |
90,456
+20,088
| +29% | +$635K | ﹤0.01% | 3495 |
|
|
2020
Q3 | $1.64M | Sell |
70,368
-1,911
| -3% | -$43.7K | ﹤0.01% | 3838 |
|
|
2020
Q2 | $1.6M | Buy |
72,279
+33,322
| +86% | +$678K | ﹤0.01% | 3784 |
|
|
2020
Q1 | $706K | Sell |
38,957
-3,216
| -8% | -$80.8K | ﹤0.01% | 4261 |
|
|
2019
Q4 | $1.28M | Sell |
42,173
-32,095
| -43% | -$938K | ﹤0.01% | 4333 |
|
|
2019
Q3 | $2.05M | Sell |
74,268
-41,058
| -36% | -$1.11M | ﹤0.01% | 4031 |
|
|
2019
Q2 | $3.14M | Buy |
115,326
+17,314
| +18% | +$509K | ﹤0.01% | 3657 |
|
|
2019
Q1 | $2.84M | Sell |
98,012
-15,667
| -14% | -$469K | ﹤0.01% | 3692 |
|
|
2018
Q4 | $2.86M | Buy |
113,679
+92,378
| +434% | +$2.79M | ﹤0.01% | 3542 |
|
|
2018
Q3 | $733K | Sell |
21,301
-4,862
| -19% | -$187K | ﹤0.01% | 4698 |
|
|
2018
Q2 | $1.07M | Sell |
26,163
-8,696
| -25% | -$361K | ﹤0.01% | 4422 |
|
|
2018
Q1 | $1.41M | Sell |
34,859
-30,044
| -46% | -$1.1M | ﹤0.01% | 4138 |
|
|
2017
Q4 | $1.94M | Sell |
64,903
-45,304
| -41% | -$1.23M | ﹤0.01% | 3976 |
|
|
2017
Q3 | $3.14M | Buy |
110,207
+814
| +0.7% | +$21.3K | ﹤0.01% | 3606 |
|
|
2017
Q2 | $2.6M | Sell |
109,393
-92,547
| -46% | -$2.19M | ﹤0.01% | 3658 |
|
|
2017
Q1 | $5.28M | Buy |
201,940
+73,360
| +57% | +$2.12M | ﹤0.01% | 2968 |
|
|
2016
Q4 | $3.67M | Sell |
128,580
-63,264
| -33% | -$1.51M | ﹤0.01% | 3228 |
|
|
2016
Q3 | $4.3M | Sell |
191,844
-22,928
| -11% | -$445K | ﹤0.01% | 2956 |
|
|
2016
Q2 | $3.8M | Buy |
214,772
+23,960
| +13% | +$450K | ﹤0.01% | 3045 |
|
|
2016
Q1 | $4.07M | Buy |
190,812
+28,776
| +18% | +$521K | ﹤0.01% | 2943 |
|
|
2015
Q4 | $3.41M | Sell |
162,036
-7,176
| -4% | -$169K | ﹤0.01% | 3318 |
|
|
2015
Q3 | $5.45M | Buy |
169,212
+107,296
| +173% | +$3.21M | ﹤0.01% | 2798 |
|
|
2015
Q2 | $1.64M | Buy |
61,916
+47,540
| +331% | +$1.13M | ﹤0.01% | 3661 |
|
|
2015
Q1 | $334K | Sell |
14,376
-19,656
| -58% | -$432K | ﹤0.01% | 4594 |
|
|
2014
Q4 | $662K | Buy |
34,032
+23,244
| +215% | +$436K | ﹤0.01% | 4378 |
|
|
2014
Q3 | $196K | Sell |
10,788
-29,000
| -73% | -$547K | ﹤0.01% | 5395 |
|
|
2014
Q2 | $731K | Sell |
39,788
-15,500
| -28% | -$305K | ﹤0.01% | 4265 |
|
|
2014
Q1 | $1.19M | Sell |
55,288
-26,772
| -33% | -$575K | ﹤0.01% | 3726 |
|
|
2013
Q4 | $1.61M | Buy |
82,060
+15,604
| +23% | +$281K | ﹤0.01% | 3545 |
|
|
2013
Q3 | $1.08M | Buy |
66,456
+25,644
| +63% | +$382K | ﹤0.01% | 3879 |
|
|
2013
Q2 | $467K | Buy |
+40,812
| New | +$424K | ﹤0.01% | 4812 |
|
Other funds holding AX
VPM
VCM
DAM
