Citigroup’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.74M | Sell |
55,702
-8,824
| -14% | -$804K | ﹤0.01% | 2021 |
|
|
2025
Q4 | $5.56M | Sell |
64,526
-9,716
| -13% | -$800K | ﹤0.01% | 1945 |
|
|
2025
Q3 | $6.28M | Sell |
74,242
-26,410
| -26% | -$2.3M | ﹤0.01% | 1817 |
|
|
2025
Q2 | $7.65M | Sell |
100,652
-27,158
| -21% | -$1.84M | 0.01% | 1570 |
|
|
2025
Q1 | $8.25M | Sell |
127,810
-21,817
| -15% | -$1.48M | 0.01% | 1494 |
|
|
2024
Q4 | $10.5M | Sell |
149,627
-1,524
| -1% | -$111K | 0.01% | 1348 |
|
|
2024
Q3 | $9.5M | Buy |
151,151
+4,672
| +3% | +$307K | 0.01% | 1364 |
|
|
2024
Q2 | $8.37M | Sell |
146,479
-19,215
| -12% | -$1.05M | 0.01% | 1347 |
|
|
2024
Q1 | $8.95M | Sell |
165,694
-23,015
| -12% | -$1.21M | 0.01% | 1318 |
|
|
2023
Q4 | $10.3M | Buy |
188,709
+139,438
| +283% | +$5.82M | 0.01% | 1207 |
|
|
2023
Q3 | $1.87M | Sell |
49,271
-39,885
| -45% | -$1.69M | ﹤0.01% | 2039 |
|
|
2023
Q2 | $3.52M | Buy |
89,156
+63,769
| +251% | +$2.47M | ﹤0.01% | 1735 |
|
|
2023
Q1 | $937K | Sell |
25,387
-8,847
| -26% | -$382K | ﹤0.01% | 2608 |
|
|
2022
Q4 | $1.31M | Buy |
34,234
+6,988
| +26% | +$266K | ﹤0.01% | 2377 |
|
|
2022
Q3 | $933K | Buy |
27,246
+1,624
| +6% | +$65.7K | ﹤0.01% | 2782 |
|
|
2022
Q2 | $918K | Sell |
25,622
-22,739
| -47% | -$874K | ﹤0.01% | 2730 |
|
|
2022
Q1 | $2.24M | Sell |
48,361
-328
| -0.7% | -$17.3K | ﹤0.01% | 2274 |
|
|
2021
Q4 | $2.72M | Buy |
48,689
+12,742
| +35% | +$713K | ﹤0.01% | 2360 |
|
|
2021
Q3 | $1.85M | Sell |
35,947
-6,333
| -15% | -$300K | ﹤0.01% | 2605 |
|
|
2021
Q2 | $1.96M | Buy |
42,280
+23,323
| +123% | +$1.09M | ﹤0.01% | 2685 |
|
|
2021
Q1 | $891K | Buy |
18,957
+228
| +1% | +$10.3K | ﹤0.01% | 3066 |
|
|
2020
Q4 | $703K | Buy |
18,729
+9,211
| +97% | +$291K | ﹤0.01% | 3895 |
|
|
2020
Q3 | $222K | Sell |
9,518
-18,639
| -66% | -$426K | ﹤0.01% | 4537 |
|
|
2020
Q2 | $621K | Buy |
28,157
+8,118
| +41% | +$165K | ﹤0.01% | 4035 |
|
|
2020
Q1 | $363K | Sell |
20,039
-6,451
| -24% | -$162K | ﹤0.01% | 4177 |
|
|
2019
Q4 | $802K | Sell |
26,490
-14,046
| -35% | -$410K | ﹤0.01% | 3986 |
|
|
2019
Q3 | $1.12M | Buy |
40,536
+13,065
| +48% | +$352K | ﹤0.01% | 3510 |
|
|
2019
Q2 | $748K | Sell |
27,471
-7,593
| -22% | -$223K | ﹤0.01% | 3999 |
|
|
2019
Q1 | $1.02M | Buy |
35,064
+17,438
| +99% | +$523K | ﹤0.01% | 3378 |
|
|
2018
Q4 | $444K | Sell |
17,626
-10,078
| -36% | -$304K | ﹤0.01% | 4259 |
|
|
2018
Q3 | $952K | Buy |
27,704
+9,846
| +55% | +$378K | ﹤0.01% | 3558 |
|
|
2018
Q2 | $731K | Sell |
17,858
-6,204
| -26% | -$258K | ﹤0.01% | 3689 |
|
|
2018
Q1 | $976K | Sell |
24,062
-19,281
| -44% | -$703K | ﹤0.01% | 3264 |
|
|
2017
Q4 | $1.3M | Sell |
43,343
-2,542
| -6% | -$69.1K | ﹤0.01% | 3082 |
|
|
2017
Q3 | $1.31M | Sell |
45,885
-32,411
| -41% | -$847K | ﹤0.01% | 3092 |
|
|
2017
Q2 | $1.86M | Buy |
78,296
+11,543
| +17% | +$273K | ﹤0.01% | 2660 |
|
|
2017
Q1 | $1.74M | Sell |
66,753
-52,527
| -44% | -$1.52M | ﹤0.01% | 2621 |
|
|
2016
Q4 | $3.4M | Buy |
119,280
+71,206
| +148% | +$1.7M | 0.01% | 2288 |
|
|
2016
Q3 | $1.08M | Buy |
48,074
+18,643
| +63% | +$362K | ﹤0.01% | 3141 |
|
|
2016
Q2 | $521K | Sell |
29,431
-28,294
| -49% | -$531K | ﹤0.01% | 3620 |
|
|
2016
Q1 | $1.23M | Buy |
57,725
+27,100
| +88% | +$491K | ﹤0.01% | 3085 |
|
|
2015
Q4 | $645K | Sell |
30,625
-162,695
| -84% | -$3.83M | ﹤0.01% | 3600 |
|
|
2015
Q3 | $6.23M | Buy |
193,320
+174,296
| +916% | +$5.21M | 0.01% | 1496 |
|
|
2015
Q2 | $502K | Buy |
19,024
+9,748
| +105% | +$232K | ﹤0.01% | 3706 |
|
|
2015
Q1 | $216K | Sell |
9,276
-17,924
| -66% | -$394K | ﹤0.01% | 4460 |
|
|
2014
Q4 | $529K | Buy |
27,200
+10,316
| +61% | +$194K | ﹤0.01% | 3833 |
|
|
2014
Q3 | $307K | Sell |
16,884
-32,228
| -66% | -$608K | ﹤0.01% | 3905 |
|
|
2014
Q2 | $902K | Buy |
49,112
+44,400
| +942% | +$874K | ﹤0.01% | 3050 |
|
|
2014
Q1 | $101K | Sell |
4,712
-14,400
| -75% | -$309K | ﹤0.01% | 4976 |
|
|
2013
Q4 | $375K | Buy |
19,112
+14,532
| +317% | +$261K | ﹤0.01% | 4067 |
|
|
2013
Q3 | $74K | Buy |
4,580
+1,068
| +30% | +$15.9K | ﹤0.01% | 4960 |
|
|
2013
Q2 | $40K | Buy |
+3,512
| New | +$36.5K | ﹤0.01% | 5496 |
|
Other funds holding AX
VPM
VCM
DAM
