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Cetera Trust Company’s Axos Financial AX Stock Holding History

Cetera Trust Company’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Hold
5,495
– – 0.26% 71
2025
Q4 		$473K Buy
5,495
+25
+0.5% +$2.06K 0.25% 74
2025
Q3 		$463K Hold
5,470
– – 0.26% 70
2025
Q2 		$416K Buy
5,470
+340
+7% +$23K 0.25% 76
2025
Q1 		$331K Hold
5,130
– – 0.21% 82
2024
Q4 		$358K Sell
5,130
-135
-3% -$9.86K 0.23% 76
2024
Q3 		$331K Hold
5,265
– – 0.2% 93
2024
Q2 		$301K Hold
5,265
– – 0.19% 94
2024
Q1 		$285K Sell
5,265
-300
-5% -$15.8K 0.17% 106
2023
Q4 		$304K Buy
+5,565
New +$232K 0.19% 93

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