CA
Clearstead Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Buy |
602
+256
| +74% | +$19.5K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $22.3K | Sell |
346
-284
| -45% | -$18.3K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $44K | Sell |
630
-12
| -2% | -$838 | ﹤0.01% | 1189 |
|
|
2024
Q3 | $40.4K | Sell |
642
-52
| -7% | -$3.27K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $39.7K | Buy |
694
+14
| +2% | +$800 | ﹤0.01% | 1213 |
|
|
2024
Q1 | $41.5K | Sell |
680
-5,346
| -89% | -$326K | ﹤0.01% | 808 |
|
|
2023
Q4 | $329K | Sell |
6,026
-5,506
| -48% | -$301K | 0.02% | 379 |
|
|
2023
Q3 | $437K | Buy |
11,532
+5,766
| +100% | +$218K | 0.01% | 428 |
|
|
2023
Q2 | $227K | Hold |
5,766
| – | – | 0.01% | 414 |
|
|
2023
Q1 | $213K | Hold |
5,766
| – | – | 0.02% | 383 |
|
|
2022
Q4 | $220K | Buy |
5,766
+246
| +4% | +$9.4K | 0.02% | 365 |
|
|
2022
Q3 | $189K | Hold |
5,520
| – | – | 0.02% | 366 |
|
|
2022
Q2 | $198K | Sell |
5,520
-1,500
| -21% | -$53.8K | 0.02% | 376 |
|
|
2022
Q1 | $326K | Hold |
7,020
| – | – | 0.02% | 333 |
|
|
2021
Q4 | $392K | Hold |
7,020
| – | – | 0.03% | 284 |
|
|
2021
Q3 | $362K | Hold |
7,020
| – | – | 0.03% | 279 |
|
|
2021
Q2 | $326K | Hold |
7,020
| – | – | 0.03% | 280 |
|
|
2021
Q1 | $330K | Hold |
7,020
| – | – | 0.03% | 269 |
|
|
2020
Q4 | $263K | Hold |
7,020
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $164K | Hold |
7,020
| – | – | 0.02% | 303 |
|
|
2020
Q2 | $155K | Hold |
7,020
| – | – | 0.02% | 305 |
|
|
2020
Q1 | $127K | Hold |
7,020
| – | – | 0.02% | 298 |
|
|
2019
Q4 | $213K | Buy |
+7,020
| New | +$213K | 0.03% | 265 |
|
|
2018
Q3 | – | Sell |
-5,520
| Closed | -$226K | – | 230 |
|
|
2018
Q2 | $226K | Hold |
5,520
| – | – | 0.03% | 209 |
|
|
2018
Q1 | $224K | Buy |
+5,520
| New | +$224K | 0.03% | 207 |
|