Bragg Financial Advisors’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 | $30.3M | Buy |
355,868
+409
| +0.1% | +$37.3K | 0.96% | 28 |
|
|
2025
Q4 | $30.6M | Buy |
355,459
+638
| +0.2% | +$52.5K | 1% | 26 |
|
|
2025
Q3 | $30M | Buy |
354,821
+749
| +0.2% | +$65.3K | 0.99% | 25 |
|
|
2025
Q2 | $26.9M | Buy |
354,072
+122
| +0% | +$8.25K | 0.96% | 29 |
|
|
2025
Q1 | $22.8M | Sell |
353,950
-44,414
| -11% | -$3.01M | 0.94% | 31 |
|
|
2024
Q4 | $27.8M | Buy |
398,364
+2,028
| +0.5% | +$148K | 1.13% | 16 |
|
|
2024
Q3 | $24.9M | Buy |
396,336
+1,686
| +0.4% | +$111K | 1.03% | 22 |
|
|
2024
Q2 | $22.6M | Buy |
394,650
+36,122
| +10% | +$1.96M | 1.01% | 24 |
|
|
2024
Q1 | $19.4M | Buy |
358,528
+1,340
| +0.4% | +$70.5K | 0.87% | 31 |
|
|
2023
Q4 | $19.5M | Buy |
357,188
+3,527
| +1% | +$147K | 0.93% | 27 |
|
|
2023
Q3 | $13.4M | Buy |
353,661
+139,473
| +65% | +$5.9M | 0.71% | 56 |
|
|
2023
Q2 | $8.45M | Buy |
214,188
+104,580
| +95% | +$4.05M | 0.46% | 89 |
|
|
2023
Q1 | $4.05M | Buy |
109,608
+5,018
| +5% | +$216K | 0.24% | 126 |
|
|
2022
Q4 | $4M | Sell |
104,590
-324
| -0.3% | -$12.3K | 0.24% | 125 |
|
|
2022
Q3 | $3.59M | Sell |
104,914
-3,319
| -3% | -$134K | 0.25% | 122 |
|
|
2022
Q2 | $3.88M | Sell |
108,233
-110,316
| -50% | -$4.24M | 0.26% | 120 |
|
|
2022
Q1 | $10.1M | Buy |
218,549
+1,857
| +0.9% | +$98.1K | 0.59% | 70 |
|
|
2021
Q4 | $11.2M | Hold |
216,692
| – | – | 0.72% | 52 |
|
|
2021
Q3 | $11.2M | Buy |
216,692
+703
| +0.3% | +$33.4K | 0.72% | 52 |
|
|
2021
Q2 | $10M | Buy |
215,989
+33,075
| +18% | +$1.55M | 0.64% | 64 |
|
|
2021
Q1 | $8.6M | Buy |
182,914
+68,952
| +61% | +$3.11M | 0.58% | 69 |
|
|
2020
Q4 | $4.28M | Buy |
113,962
+415
| +0.4% | +$13.1K | 0.37% | 90 |
|
|
2020
Q3 | $2.65M | Buy |
113,547
+7,878
| +7% | +$180K | 0.27% | 109 |
|
|
2020
Q2 | $2.33M | Buy |
105,669
+2,983
| +3% | +$60.7K | 0.26% | 109 |
|
|
2020
Q1 | $1.86M | Buy |
102,686
+28,583
| +39% | +$718K | 0.25% | 120 |
|
|
2019
Q4 | $2.24M | Buy |
74,103
+660
| +0.9% | +$19.3K | 0.25% | 122 |
|
|
2019
Q3 | $2.03M | Buy |
73,443
+1,411
| +2% | +$38K | 0.25% | 126 |
|
|
2019
Q2 | $1.96M | Buy |
72,032
+50,842
| +240% | +$1.5M | 0.24% | 130 |
|
|
2019
Q1 | $614K | Buy |
+21,190
| New | +$635K | 0.08% | 176 |
|
Other funds holding AX
VPM
VCM
DAM
