CI Investments Inc’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 | $6.62M | Buy |
87,107
+400
| +0.5% | +$30.4K | 0.02% | 271 |
|
|
2025
Q1 | $5.59M | Sell |
86,707
-337
| -0.4% | -$21.7K | 0.02% | 291 |
|
|
2024
Q4 | $6.08M | Sell |
87,044
-2,738
| -3% | -$191K | 0.02% | 292 |
|
|
2024
Q3 | $5.65M | Buy |
89,782
+2
| +0% | +$126 | 0.02% | 289 |
|
|
2024
Q2 | $5.13M | Buy |
89,780
+1,300
| +1% | +$74.3K | 0.02% | 277 |
|
|
2024
Q1 | $4.78M | Buy |
88,480
+6,700
| +8% | +$362K | 0.02% | 293 |
|
|
2023
Q4 | $4.47M | Sell |
81,780
-19,310
| -19% | -$1.05M | 0.02% | 284 |
|
|
2023
Q3 | $3.83M | Sell |
101,090
-200
| -0.2% | -$7.57K | 0.02% | 286 |
|
|
2023
Q2 | $4M | Buy |
101,290
+2,641
| +3% | +$104K | 0.02% | 285 |
|
|
2023
Q1 | $3.64M | Sell |
98,649
-14,800
| -13% | -$546K | 0.02% | 291 |
|
|
2022
Q4 | $4.34M | Sell |
113,449
-11,000
| -9% | -$420K | 0.02% | 283 |
|
|
2022
Q3 | $4.26M | Sell |
124,449
-22,731
| -15% | -$778K | 0.02% | 293 |
|
|
2022
Q2 | $5.28M | Sell |
147,180
-28,637
| -16% | -$1.03M | 0.02% | 275 |
|
|
2022
Q1 | $8.16M | Sell |
175,817
-50,683
| -22% | -$2.35M | 0.03% | 288 |
|
|
2021
Q4 | $12.7M | Sell |
226,500
-49,000
| -18% | -$2.74M | 0.04% | 260 |
|
|
2021
Q3 | $14.2M | Sell |
275,500
-36,539
| -12% | -$1.88M | 0.05% | 261 |
|
|
2021
Q2 | $14.5M | Buy |
+312,039
| New | +$14.5M | 0.05% | 254 |
|