Barclays’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 | $2.68M | Sell |
31,484
-71,623
| -69% | -$6.53M | ﹤0.01% | 2183 |
|
|
2025
Q4 | $8.88M | Buy |
103,107
+11,967
| +13% | +$986K | ﹤0.01% | 1767 |
|
|
2025
Q3 | $7.72M | Sell |
91,140
-40,445
| -31% | -$3.52M | ﹤0.01% | 1865 |
|
|
2025
Q2 | $10M | Buy |
131,585
+32,256
| +32% | +$2.18M | ﹤0.01% | 1582 |
|
|
2025
Q1 | $6.41M | Sell |
99,329
-54,783
| -36% | -$3.72M | ﹤0.01% | 1728 |
|
|
2024
Q4 | $10.8M | Buy |
154,112
+11,397
| +8% | +$832K | 0.01% | 1517 |
|
|
2024
Q3 | $8.97M | Buy |
142,715
+35,087
| +33% | +$2.31M | ﹤0.01% | 1558 |
|
|
2024
Q2 | $6.15M | Sell |
107,628
-46,384
| -30% | -$2.52M | ﹤0.01% | 1426 |
|
|
2024
Q1 | $8.32M | Sell |
154,012
-149,600
| -49% | -$7.87M | ﹤0.01% | 1525 |
|
|
2023
Q4 | $16.6M | Buy |
303,612
+196,004
| +182% | +$8.18M | 0.01% | 1155 |
|
|
2023
Q3 | $4.07M | Sell |
107,608
-6,002
| -5% | -$254K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $4.48M | Buy |
113,610
+55,492
| +95% | +$2.15M | ﹤0.01% | 1415 |
|
|
2023
Q1 | $2.15M | Buy |
58,118
+31,240
| +116% | +$1.35M | ﹤0.01% | 2143 |
|
|
2022
Q4 | $1.03M | Sell |
26,878
-7,926
| -23% | -$302K | ﹤0.01% | 2772 |
|
|
2022
Q3 | $1.19M | Buy |
34,804
+17,901
| +106% | +$725K | ﹤0.01% | 2107 |
|
|
2022
Q2 | $606K | Sell |
16,903
-28,749
| -63% | -$1.1M | ﹤0.01% | 2732 |
|
|
2022
Q1 | $2.12M | Sell |
45,652
-29,219
| -39% | -$1.54M | ﹤0.01% | 1818 |
|
|
2021
Q4 | $4.18M | Buy |
74,871
+30,264
| +68% | +$1.69M | ﹤0.01% | 1840 |
|
|
2021
Q3 | $2.3M | Buy |
44,607
+16,946
| +61% | +$804K | ﹤0.01% | 2230 |
|
|
2021
Q2 | $1.28M | Sell |
27,661
-41,471
| -60% | -$1.94M | ﹤0.01% | 2496 |
|
|
2021
Q1 | $3.25M | Buy |
69,132
+10,320
| +18% | +$465K | ﹤0.01% | 1879 |
|
|
2020
Q4 | $2.21M | Sell |
58,812
-6,828
| -10% | -$216K | ﹤0.01% | 2158 |
|
|
2020
Q3 | $1.53M | Buy |
65,640
+14,453
| +28% | +$330K | ﹤0.01% | 2329 |
|
|
2020
Q2 | $1.13M | Buy |
51,187
+3,770
| +8% | +$76.7K | ﹤0.01% | 2645 |
|
|
2020
Q1 | $860K | Sell |
47,417
-76,044
| -62% | -$1.91M | ﹤0.01% | 3109 |
|
|
2019
Q4 | $3.74M | Buy |
123,461
+32,045
| +35% | +$936K | ﹤0.01% | 2327 |
|
|
2019
Q3 | $2.53M | Sell |
91,416
-1,346
| -1% | -$36.2K | ﹤0.01% | 2580 |
|
|
2019
Q2 | $2.53M | Sell |
92,762
-21,259
| -19% | -$626K | ﹤0.01% | 2640 |
|
|
2019
Q1 | $3.3M | Buy |
114,021
+55,420
| +95% | +$1.66M | ﹤0.01% | 2042 |
|
|
2018
Q4 | $1.48M | Sell |
58,601
-52,848
| -47% | -$1.59M | ﹤0.01% | 2713 |
|
|
2018
Q3 | $3.83M | Buy |
111,449
+59,378
| +114% | +$2.28M | 0.01% | 2103 |
|
|
2018
Q2 | $2.13M | Buy |
52,071
+14,244
| +38% | +$592K | ﹤0.01% | 2528 |
|
|
2018
Q1 | $1.53M | Sell |
37,827
-36,603
| -49% | -$1.33M | ﹤0.01% | 2739 |
|
|
2017
Q4 | $2.23M | Buy |
74,430
+31,908
| +75% | +$868K | ﹤0.01% | 2332 |
|
|
2017
Q3 | $1.21M | Sell |
42,522
-41,986
| -50% | -$1.1M | ﹤0.01% | 2824 |
|
|
2017
Q2 | $2M | Sell |
84,508
-4,234
| -5% | -$100K | ﹤0.01% | 2237 |
|
|
2017
Q1 | $2.32M | Buy |
88,742
+3,155
| +4% | +$91.2K | 0.01% | 1950 |
|
|
2016
Q4 | $2.44M | Sell |
85,587
-20,591
| -19% | -$490K | 0.01% | 1957 |
|
|
2016
Q3 | $2.38M | Buy |
106,178
+77,527
| +271% | +$1.5M | 0.01% | 1854 |
|
|
2016
Q2 | $507K | Buy |
28,651
+19,620
| +217% | +$368K | ﹤0.01% | 3203 |
|
|
2016
Q1 | $189K | Sell |
9,031
-428,666
| -98% | -$7.77M | ﹤0.01% | 3889 |
|
|
2015
Q4 | $9.19M | Buy |
437,697
+418,301
| +2,157% | +$9.85M | 0.03% | 941 |
|
|
2015
Q3 | $620K | Buy |
19,396
+15,168
| +359% | +$453K | ﹤0.01% | 3163 |
|
|
2015
Q2 | $112K | Sell |
4,228
-8,320
| -66% | -$198K | ﹤0.01% | 4584 |
|
|
2015
Q1 | $291K | Buy |
12,548
+3,484
| +38% | +$76.5K | ﹤0.01% | 4060 |
|
|
2014
Q4 | $175K | Buy |
9,064
+4,856
| +115% | +$91.1K | ﹤0.01% | 4753 |
|
|
2014
Q3 | $77K | Sell |
4,208
-888
| -17% | -$16.8K | ﹤0.01% | 5541 |
|
|
2014
Q2 | $93K | Sell |
5,096
-148
| -3% | -$2.91K | ﹤0.01% | 5465 |
|
|
2014
Q1 | $111K | Buy |
5,244
+2,504
| +91% | +$53.8K | ﹤0.01% | 5352 |
|
|
2013
Q4 | $53K | Sell |
2,740
-20,820
| -88% | -$374K | ﹤0.01% | 6130 |
|
|
2013
Q3 | $377K | Buy |
23,560
+17,192
| +270% | +$256K | ﹤0.01% | 4414 |
|
|
2013
Q2 | $73K | Buy |
+6,368
| New | +$66.2K | ﹤0.01% | 6038 |
|
Other funds holding AX
VPM
VCM
DAM