CIBC Private Wealth Group’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76 | Sell |
1
-4,624
| -100% | -$351K | ﹤0.01% | 2984 |
|
|
2025
Q1 | $261K | Hold |
4,625
| – | – | ﹤0.01% | 990 |
|
|
2024
Q4 | $319K | Hold |
4,625
| – | – | ﹤0.01% | 998 |
|
|
2024
Q3 | $291K | Sell |
4,625
-100
| -2% | -$6.29K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $267K | Hold |
4,725
| – | – | ﹤0.01% | 990 |
|
|
2024
Q1 | $248K | Buy |
+4,725
| New | +$248K | ﹤0.01% | 1034 |
|
|
2018
Q3 | – | Sell |
-40
| Closed | -$2K | – | 1031 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1844 |
|
|
2018
Q1 | $2K | Sell |
40
-106
| -73% | -$5.3K | ﹤0.01% | 1782 |
|
|
2017
Q4 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 1713 |
|