Colonial Trust’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Hold |
54
| – | – | ﹤0.01% | 865 |
|
|
2025
Q1 | $3.43K | Hold |
54
| – | – | ﹤0.01% | 894 |
|
|
2024
Q4 | $3.82K | Hold |
54
| – | – | ﹤0.01% | 1104 |
|
|
2024
Q3 | $3.36K | Buy |
+54
| New | +$3.36K | ﹤0.01% | 939 |
|
|
2023
Q4 | – | Sell |
-98
| Closed | -$3.71K | – | 968 |
|
|
2023
Q3 | $3.71K | Buy |
+98
| New | +$3.71K | ﹤0.01% | 819 |
|