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
Q4 | $1.64K | Buy |
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|
2025
Q3 | $85 | Hold |
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|
2025
Q2 | $76 | Sell |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $4K | Buy |
|