Choate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $307K | Hold |
|
|||||
|
2024
Q4 | $332K | Hold |
|
|||||
|
2024
Q3 | $299K | Hold |
|
|||||
|
2024
Q2 | $272K | Hold |
|
|||||
|
2024
Q1 | $257K | Hold |
|
|||||
|
2023
Q4 | $260K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $221K | Hold |
|
|||||
|
2021
Q4 | $266K | Hold |
|
|||||
|
2021
Q3 | $245K | Hold |
|
|||||
|
2021
Q2 | $221K | Buy |
|