Bourgeon Capital Management’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 | $243K | Hold |
3,200
| – | – | 0.05% | 99 |
|
|
2025
Q1 | $206K | Hold |
3,200
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $224K | Sell |
3,200
-800
| -20% | -$55.9K | 0.04% | 115 |
|
|
2024
Q3 | $252K | Hold |
4,000
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $229K | Hold |
4,000
| – | – | 0.04% | 102 |
|
|
2024
Q1 | $216K | Hold |
4,000
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $218K | Hold |
4,000
| – | – | 0.05% | 94 |
|
|
2023
Q3 | $151K | Hold |
4,000
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $158K | Hold |
4,000
| – | – | 0.04% | 106 |
|
|
2023
Q1 | $148K | Sell |
4,000
-745
| -16% | -$27.5K | 0.04% | 99 |
|
|
2022
Q4 | $181K | Sell |
4,745
-255
| -5% | -$9.75K | 0.04% | 97 |
|
|
2022
Q3 | $171K | Hold |
5,000
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $179K | Buy |
+5,000
| New | +$179K | 0.05% | 94 |
|