Charles Schwab’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 | $49M | Sell |
644,574
-13,208
| -2% | -$1M | 0.01% | 1113 |
|
|
2025
Q1 | $42.4M | Sell |
657,782
-13,341
| -2% | -$861K | 0.01% | 1187 |
|
|
2024
Q4 | $46.9M | Sell |
671,123
-1,719
| -0.3% | -$120K | 0.01% | 1171 |
|
|
2024
Q3 | $42.3M | Sell |
672,842
-8,545
| -1% | -$537K | 0.01% | 1234 |
|
|
2024
Q2 | $38.9M | Sell |
681,387
-1,879
| -0.3% | -$107K | 0.01% | 1243 |
|
|
2024
Q1 | $36.9M | Buy |
683,266
+69,875
| +11% | +$3.78M | 0.01% | 1218 |
|
|
2023
Q4 | $33.5M | Buy |
613,391
+10,716
| +2% | +$585K | 0.01% | 1264 |
|
|
2023
Q3 | $22.8M | Buy |
602,675
+22,253
| +4% | +$842K | 0.01% | 1421 |
|
|
2023
Q2 | $22.9M | Buy |
580,422
+4,718
| +0.8% | +$186K | 0.01% | 1398 |
|
|
2023
Q1 | $21.3M | Buy |
575,704
+12,151
| +2% | +$449K | 0.01% | 1429 |
|
|
2022
Q4 | $21.5M | Buy |
563,553
+33,335
| +6% | +$1.27M | 0.01% | 1374 |
|
|
2022
Q3 | $18.2M | Buy |
530,218
+33,958
| +7% | +$1.16M | 0.01% | 1437 |
|
|
2022
Q2 | $17.8M | Buy |
496,260
+16,700
| +3% | +$599K | 0.01% | 1492 |
|
|
2022
Q1 | $22.2M | Buy |
479,560
+17,969
| +4% | +$834K | 0.01% | 1460 |
|
|
2021
Q4 | $25.8M | Buy |
461,591
+8,033
| +2% | +$449K | 0.01% | 1380 |
|
|
2021
Q3 | $23.4M | Buy |
453,558
+12,967
| +3% | +$668K | 0.01% | 1443 |
|
|
2021
Q2 | $20.4M | Buy |
440,591
+6,300
| +1% | +$292K | 0.01% | 1567 |
|
|
2021
Q1 | $20.4M | Buy |
434,291
+4,117
| +1% | +$194K | 0.01% | 1510 |
|
|
2020
Q4 | $16.1M | Buy |
430,174
+14,901
| +4% | +$559K | 0.01% | 1557 |
|
|
2020
Q3 | $9.68M | Buy |
415,273
+9,734
| +2% | +$227K | ﹤0.01% | 1719 |
|
|
2020
Q2 | $8.96M | Buy |
405,539
+35,803
| +10% | +$791K | ﹤0.01% | 1717 |
|
|
2020
Q1 | $6.7M | Buy |
369,736
+31,356
| +9% | +$569K | ﹤0.01% | 1681 |
|
|
2019
Q4 | $10.2M | Buy |
338,380
+7,122
| +2% | +$216K | 0.01% | 1657 |
|
|
2019
Q3 | $9.16M | Buy |
331,258
+7,169
| +2% | +$198K | 0.01% | 1650 |
|
|
2019
Q2 | $8.83M | Buy |
324,089
+10,420
| +3% | +$284K | 0.01% | 1668 |
|
|
2019
Q1 | $9.08M | Buy |
313,669
+5,266
| +2% | +$153K | 0.01% | 1660 |
|
|
2018
Q4 | $7.77M | Sell |
308,403
-774
| -0.3% | -$19.5K | 0.01% | 1631 |
|
|
2018
Q3 | $10.6M | Buy |
309,177
+14,411
| +5% | +$496K | 0.01% | 1597 |
|
|
2018
Q2 | $12.1M | Buy |
294,766
+20,804
| +8% | +$851K | 0.01% | 1461 |
|
|
2018
Q1 | $11.1M | Buy |
273,962
+6,502
| +2% | +$264K | 0.01% | 1418 |
|
|
2017
Q4 | $8M | Buy |
267,460
+5,800
| +2% | +$173K | 0.01% | 1635 |
|
|
2017
Q3 | $7.45M | Buy |
261,660
+8,177
| +3% | +$233K | 0.01% | 1651 |
|
|
2017
Q2 | $6.01M | Buy |
253,483
+11,484
| +5% | +$272K | 0.01% | 1695 |
|
|
2017
Q1 | $6.32M | Buy |
241,999
+4,131
| +2% | +$108K | 0.01% | 1616 |
|
|
2016
Q4 | $6.79M | Buy |
237,868
+11,849
| +5% | +$338K | 0.01% | 1537 |
|
|
2016
Q3 | $5.06M | Buy |
226,019
+9,988
| +5% | +$224K | 0.01% | 1643 |
|
|
2016
Q2 | $3.83M | Buy |
216,031
+10,916
| +5% | +$193K | ﹤0.01% | 1733 |
|
|
2016
Q1 | $4.38M | Buy |
205,115
+3,752
| +2% | +$80.1K | 0.01% | 1592 |
|
|
2015
Q4 | $4.24M | Buy |
201,363
+16,751
| +9% | +$353K | 0.01% | 1632 |
|
|
2015
Q3 | $5.95M | Buy |
184,612
+10,776
| +6% | +$347K | 0.01% | 1361 |
|
|
2015
Q2 | $4.6M | Buy |
173,836
+4,796
| +3% | +$127K | 0.01% | 1593 |
|
|
2015
Q1 | $3.93M | Buy |
169,040
+19,500
| +13% | +$454K | 0.01% | 1673 |
|
|
2014
Q4 | $2.91M | Buy |
149,540
+4,632
| +3% | +$90.1K | ﹤0.01% | 1795 |
|
|
2014
Q3 | $2.64M | Buy |
144,908
+2,936
| +2% | +$53.4K | ﹤0.01% | 1804 |
|
|
2014
Q2 | $2.61M | Buy |
141,972
+21,080
| +17% | +$387K | ﹤0.01% | 1840 |
|
|
2014
Q1 | $2.59M | Buy |
120,892
+3,436
| +3% | +$73.7K | ﹤0.01% | 1803 |
|
|
2013
Q4 | $2.3M | Buy |
117,456
+4,412
| +4% | +$86.5K | ﹤0.01% | 1829 |
|
|
2013
Q3 | $1.86M | Buy |
113,044
+7,652
| +7% | +$126K | ﹤0.01% | 1884 |
|
|
2013
Q2 | $1.21M | Buy |
+105,392
| New | +$1.21M | ﹤0.01% | 2046 |
|