Bourgeon Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Hold |
|
|||||
|
2025
Q2 | $243K | Hold |
|
|||||
|
2025
Q1 | $206K | Hold |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $252K | Hold |
|
|||||
|
2024
Q2 | $229K | Hold |
|
|||||
|
2024
Q1 | $216K | Hold |
|
|||||
|
2023
Q4 | $218K | Hold |
|
|||||
|
2023
Q3 | $151K | Hold |
|
|||||
|
2023
Q2 | $158K | Hold |
|
|||||
|
2023
Q1 | $148K | Sell |
|
|||||
|
2022
Q4 | $181K | Sell |
|
|||||
|
2022
Q3 | $171K | Hold |
|
|||||
|
2022
Q2 | $179K | Buy |
|