CIBC Private Wealth Group’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
$76 Sell
2025
Q1
$261K Hold
2024
Q4
$319K Hold
2024
Q3
$291K Sell
2024
Q2
$267K Hold
2024
Q1
$248K Buy
2018
Q3
Sell
2018
Q2
$2K Hold
2018
Q1
$2K Sell
2017
Q4
$4K Buy