Bank of Montreal’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
28,233
+48
| +0.2% | +$3.65K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $1.82M | Buy |
28,185
+1,793
| +7% | +$116K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $1.84M | Sell |
26,392
-7,241
| -22% | -$506K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $2.09M | Sell |
33,633
-6,971
| -17% | -$434K | ﹤0.01% | 1490 |
|
|
2024
Q2 | $2.32M | Sell |
40,604
-4,464
| -10% | -$256K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $2.45M | Sell |
45,068
-7,894
| -15% | -$429K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $3M | Buy |
52,962
+1,677
| +3% | +$94.8K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $2.27M | Sell |
51,285
-141
| -0.3% | -$6.25K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $2.09M | Sell |
51,426
-2,352
| -4% | -$95.7K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $2.07M | Buy |
53,778
+2,835
| +6% | +$109K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $1.97M | Buy |
50,943
+10,844
| +27% | +$420K | ﹤0.01% | 1515 |
|
|
2022
Q3 | $1.86K | Buy |
40,099
+34,698
| +642% | +$1.61K | ﹤0.01% | 1561 |
|
|
2022
Q2 | $203 | Sell |
5,401
-10,357
| -66% | -$389 | ﹤0.01% | 2853 |
|
|
2022
Q1 | $736K | Buy |
15,758
+1,397
| +10% | +$65.2K | ﹤0.01% | 2149 |
|
|
2021
Q4 | $795K | Sell |
14,361
-335,613
| -96% | -$18.6M | ﹤0.01% | 2032 |
|
|
2021
Q3 | $17.7M | Sell |
349,974
-12,832
| -4% | -$647K | 0.01% | 915 |
|
|
2021
Q2 | $16.9M | Buy |
362,806
+91,099
| +34% | +$4.24M | 0.01% | 940 |
|
|
2021
Q1 | $13.1M | Sell |
271,707
-2,535
| -0.9% | -$122K | 0.01% | 794 |
|
|
2020
Q4 | $11.6M | Buy |
274,242
+15,836
| +6% | +$667K | 0.01% | 835 |
|
|
2020
Q3 | $6.6M | Buy |
258,406
+8,927
| +4% | +$228K | 0.01% | 944 |
|
|
2020
Q2 | $4.88M | Buy |
249,479
+25,782
| +12% | +$504K | ﹤0.01% | 1044 |
|
|
2020
Q1 | $3.73M | Buy |
223,697
+29,916
| +15% | +$498K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $5.87M | Buy |
193,781
+60,923
| +46% | +$1.84M | ﹤0.01% | 1089 |
|
|
2019
Q3 | $3.67M | Buy |
132,858
+43,975
| +49% | +$1.22M | ﹤0.01% | 1152 |
|
|
2019
Q2 | $2.42M | Buy |
88,883
+85,887
| +2,867% | +$2.34M | ﹤0.01% | 1342 |
|
|
2019
Q1 | $87K | Sell |
2,996
-4,036
| -57% | -$117K | ﹤0.01% | 2738 |
|
|
2018
Q4 | $177K | Sell |
7,032
-5,775
| -45% | -$145K | ﹤0.01% | 2367 |
|
|
2018
Q3 | $440K | Sell |
12,807
-381
| -3% | -$13.1K | ﹤0.01% | 2147 |
|
|
2018
Q2 | $539K | Sell |
13,188
-6,280
| -32% | -$257K | ﹤0.01% | 2070 |
|
|
2018
Q1 | $789K | Sell |
19,468
-3,048
| -14% | -$124K | ﹤0.01% | 1879 |
|
|
2017
Q4 | $674K | Sell |
22,516
-2,750
| -11% | -$82.3K | ﹤0.01% | 1944 |
|
|
2017
Q3 | $720K | Buy |
25,266
+2,482
| +11% | +$70.7K | ﹤0.01% | 1960 |
|
|
2017
Q2 | $540K | Buy |
22,784
+20,602
| +944% | +$488K | ﹤0.01% | 2043 |
|
|
2017
Q1 | $57K | Buy |
2,182
+820
| +60% | +$21.4K | ﹤0.01% | 2788 |
|
|
2016
Q4 | $32K | Buy |
1,362
+186
| +16% | +$4.37K | ﹤0.01% | 2951 |
|
|
2016
Q3 | $26K | Hold |
1,176
| – | – | ﹤0.01% | 2991 |
|
|
2016
Q2 | $21K | Sell |
1,176
-36,000
| -97% | -$643K | ﹤0.01% | 3097 |
|
|
2016
Q1 | $793K | Sell |
37,176
-288
| -0.8% | -$6.14K | ﹤0.01% | 1729 |
|
|
2015
Q4 | $789K | Buy |
37,464
+35,304
| +1,634% | +$744K | ﹤0.01% | 1691 |
|
|
2015
Q3 | $70K | Buy |
2,160
+80
| +4% | +$2.59K | ﹤0.01% | 2563 |
|
|
2015
Q2 | $55K | Sell |
2,080
-247,856
| -99% | -$6.55M | ﹤0.01% | 2769 |
|
|
2015
Q1 | $5.81M | Buy |
249,936
+248,760
| +21,153% | +$5.79M | 0.01% | 938 |
|
|
2014
Q4 | $23K | Sell |
1,176
-4,000
| -77% | -$78.2K | ﹤0.01% | 2935 |
|
|
2014
Q3 | $94K | Sell |
5,176
-1,204
| -19% | -$21.9K | ﹤0.01% | 2428 |
|
|
2014
Q2 | $117K | Buy |
6,380
+1,200
| +23% | +$22K | ﹤0.01% | 2363 |
|
|
2014
Q1 | $111K | Buy |
5,180
+2,800
| +118% | +$60K | ﹤0.01% | 2259 |
|
|
2013
Q4 | $47K | Buy |
2,380
+1,180
| +98% | +$23.3K | ﹤0.01% | 2557 |
|
|
2013
Q3 | $19K | Buy |
+1,200
| New | +$19K | ﹤0.01% | 2813 |
|