Bank of Montreal’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 | $1.95M | Sell |
22,885
-326
| -1% | -$29.7K | ﹤0.01% | 1680 |
|
|
2025
Q4 | $2M | Sell |
23,211
-173
| -0.7% | -$14.2K | ﹤0.01% | 1649 |
|
|
2025
Q3 | $1.98M | Sell |
23,384
-4,849
| -17% | -$423K | ﹤0.01% | 1655 |
|
|
2025
Q2 | $2.15M | Buy |
28,233
+48
| +0.2% | +$3.24K | ﹤0.01% | 1557 |
|
|
2025
Q1 | $1.82M | Buy |
28,185
+1,793
| +7% | +$122K | ﹤0.01% | 1549 |
|
|
2024
Q4 | $1.84M | Sell |
26,392
-7,241
| -22% | -$529K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $2.09M | Sell |
33,633
-6,971
| -17% | -$458K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $2.32M | Sell |
40,604
-4,464
| -10% | -$243K | ﹤0.01% | 1596 |
|
|
2024
Q1 | $2.45M | Sell |
45,068
-7,894
| -15% | -$415K | ﹤0.01% | 1532 |
|
|
2023
Q4 | $3M | Buy |
52,962
+1,677
| +3% | +$70K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $2.27M | Sell |
51,285
-141
| -0.3% | -$5.96K | ﹤0.01% | 1633 |
|
|
2023
Q2 | $2.09M | Sell |
51,426
-2,352
| -4% | -$91.1K | ﹤0.01% | 1798 |
|
|
2023
Q1 | $2.07M | Buy |
53,778
+2,835
| +6% | +$122K | ﹤0.01% | 1674 |
|
|
2022
Q4 | $1.97M | Buy |
50,943
+10,844
| +27% | +$413K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $1.86K | Buy |
40,099
+34,698
| +642% | +$1.4M | ﹤0.01% | 1850 |
|
|
2022
Q2 | $203 | Sell |
5,401
-10,357
| -66% | -$398K | ﹤0.01% | 3262 |
|
|
2022
Q1 | $736K | Buy |
15,758
+1,397
| +10% | +$73.8K | ﹤0.01% | 2569 |
|
|
2021
Q4 | $795K | Sell |
14,361
-335,613
| -96% | -$18.8M | ﹤0.01% | 2089 |
|
|
2021
Q3 | $17.7M | Sell |
349,974
-12,832
| -4% | -$609K | 0.01% | 1005 |
|
|
2021
Q2 | $16.9M | Buy |
362,806
+91,099
| +34% | +$4.26M | 0.01% | 994 |
|
|
2021
Q1 | $13.1M | Sell |
271,707
-2,535
| -0.9% | -$114K | 0.01% | 880 |
|
|
2020
Q4 | $11.6M | Buy |
274,242
+15,836
| +6% | +$501K | 0.01% | 942 |
|
|
2020
Q3 | $6.6M | Buy |
258,406
+8,927
| +4% | +$204K | 0.01% | 1053 |
|
|
2020
Q2 | $4.88M | Buy |
249,479
+25,782
| +12% | +$524K | ﹤0.01% | 1177 |
|
|
2020
Q1 | $3.73M | Buy |
223,697
+29,916
| +15% | +$752K | ﹤0.01% | 1125 |
|
|
2019
Q4 | $5.87M | Buy |
193,781
+60,923
| +46% | +$1.78M | ﹤0.01% | 1259 |
|
|
2019
Q3 | $3.67M | Buy |
132,858
+43,975
| +49% | +$1.18M | ﹤0.01% | 1334 |
|
|
2019
Q2 | $2.42M | Buy |
88,883
+85,887
| +2,867% | +$2.53M | ﹤0.01% | 1562 |
|
|
2019
Q1 | $87K | Sell |
2,996
-4,036
| -57% | -$121K | ﹤0.01% | 3120 |
|
|
2018
Q4 | $177K | Sell |
7,032
-5,775
| -45% | -$174K | ﹤0.01% | 2643 |
|
|
2018
Q3 | $440K | Sell |
12,807
-381
| -3% | -$14.6K | ﹤0.01% | 2393 |
|
|
2018
Q2 | $539K | Sell |
13,188
-6,280
| -32% | -$261K | ﹤0.01% | 2303 |
|
|
2018
Q1 | $789K | Sell |
19,468
-3,048
| -14% | -$111K | ﹤0.01% | 2029 |
|
|
2017
Q4 | $674K | Sell |
22,516
-2,750
| -11% | -$74.8K | ﹤0.01% | 2142 |
|
|
2017
Q3 | $720K | Buy |
25,266
+2,482
| +11% | +$64.8K | ﹤0.01% | 2121 |
|
|
2017
Q2 | $540K | Buy |
22,784
+20,602
| +944% | +$487K | ﹤0.01% | 2240 |
|
|
2017
Q1 | $57K | Buy |
2,182
+820
| +60% | +$23.7K | ﹤0.01% | 3034 |
|
|
2016
Q4 | $32K | Buy |
1,362
+186
| +16% | +$4.43K | ﹤0.01% | 3251 |
|
|
2016
Q3 | $26K | Hold |
1,176
| – | – | ﹤0.01% | 3251 |
|
|
2016
Q2 | $21K | Sell |
1,176
-36,000
| -97% | -$676K | ﹤0.01% | 3362 |
|
|
2016
Q1 | $793K | Sell |
37,176
-288
| -0.8% | -$5.22K | ﹤0.01% | 1859 |
|
|
2015
Q4 | $789K | Buy |
37,464
+35,304
| +1,634% | +$831K | ﹤0.01% | 1814 |
|
|
2015
Q3 | $70K | Buy |
2,160
+80
| +4% | +$2.39K | ﹤0.01% | 2781 |
|
|
2015
Q2 | $55K | Sell |
2,080
-247,856
| -99% | -$5.89M | ﹤0.01% | 2978 |
|
|
2015
Q1 | $5.81M | Buy |
249,936
+248,760
| +21,153% | +$5.46M | 0.01% | 998 |
|
|
2014
Q4 | $23K | Sell |
1,176
-4,000
| -77% | -$75K | ﹤0.01% | 3317 |
|
|
2014
Q3 | $94K | Sell |
5,176
-1,204
| -19% | -$22.7K | ﹤0.01% | 2853 |
|
|
2014
Q2 | $117K | Buy |
6,380
+1,200
| +23% | +$23.6K | ﹤0.01% | 2756 |
|
|
2014
Q1 | $111K | Buy |
5,180
+2,800
| +118% | +$60.2K | ﹤0.01% | 2751 |
|
|
2013
Q4 | $47K | Buy |
2,380
+1,180
| +98% | +$21.2K | ﹤0.01% | 2887 |
|
|
2013
Q3 | $19K | Buy |
+1,200
| New | +$17.9K | ﹤0.01% | 3230 |
|
Other funds holding AX
VPM
VCM
DAM
