Cetera Investment Advisers’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 | $623K | Buy |
8,197
+141
| +2% | +$10.7K | ﹤0.01% | 2785 |
|
|
2025
Q1 | $520K | Buy |
8,056
+115
| +1% | +$7.42K | ﹤0.01% | 2810 |
|
|
2024
Q4 | $555K | Buy |
7,941
+786
| +11% | +$54.9K | ﹤0.01% | 2597 |
|
|
2024
Q3 | $450K | Buy |
7,155
+1,747
| +32% | +$110K | ﹤0.01% | 2733 |
|
|
2024
Q2 | $309K | Sell |
5,408
-1,080
| -17% | -$61.7K | ﹤0.01% | 3005 |
|
|
2024
Q1 | $351K | Buy |
+6,488
| New | +$351K | ﹤0.01% | 2899 |
|