Commonwealth Equity Services’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 | $2.01M | Sell |
26,420
-2,814
| -10% | -$214K | ﹤0.01% | 1984 |
|
|
2025
Q1 | $1.89M | Buy |
29,234
+24,688
| +543% | +$1.59M | ﹤0.01% | 1950 |
|
|
2024
Q4 | $318K | Sell |
4,546
-96
| -2% | -$6.72K | ﹤0.01% | 3354 |
|
|
2024
Q3 | $292K | Sell |
4,642
-2,728
| -37% | -$172K | ﹤0.01% | 3376 |
|
|
2024
Q2 | $421K | Sell |
7,370
-130
| -2% | -$7.43K | ﹤0.01% | 2982 |
|
|
2024
Q1 | $405K | Sell |
7,500
-98
| -1% | -$5.29K | ﹤0.01% | 3007 |
|
|
2023
Q4 | $415K | Buy |
7,598
+362
| +5% | +$19.8K | ﹤0.01% | 2886 |
|
|
2023
Q3 | $274K | Hold |
7,236
| – | – | ﹤0.01% | 3106 |
|
|
2023
Q2 | $285K | Sell |
7,236
-994
| -12% | -$39.2K | ﹤0.01% | 3095 |
|
|
2023
Q1 | $303 | Sell |
8,230
-2,220
| -21% | -$82 | ﹤0.01% | 2962 |
|
|
2022
Q4 | $399K | Sell |
10,450
-1,114
| -10% | -$42.5K | ﹤0.01% | 2651 |
|
|
2022
Q3 | $395K | Buy |
11,564
+136
| +1% | +$4.65K | ﹤0.01% | 2598 |
|
|
2022
Q2 | $409K | Buy |
11,428
+86
| +0.8% | +$3.08K | ﹤0.01% | 2567 |
|
|
2022
Q1 | $526K | Sell |
11,342
-513
| -4% | -$23.8K | ﹤0.01% | 2478 |
|
|
2021
Q4 | $662K | Sell |
11,855
-243
| -2% | -$13.6K | ﹤0.01% | 2293 |
|
|
2021
Q3 | $623K | Buy |
12,098
+550
| +5% | +$28.3K | ﹤0.01% | 2303 |
|
|
2021
Q2 | $535K | Buy |
11,548
+100
| +0.9% | +$4.63K | ﹤0.01% | 2414 |
|
|
2021
Q1 | $538K | Sell |
11,448
-755
| -6% | -$35.5K | ﹤0.01% | 2276 |
|
|
2020
Q4 | $457K | Sell |
12,203
-297
| -2% | -$11.1K | ﹤0.01% | 2213 |
|
|
2020
Q3 | $291K | Buy |
12,500
+104
| +0.8% | +$2.42K | ﹤0.01% | 2377 |
|
|
2020
Q2 | $273K | Sell |
12,396
-657
| -5% | -$14.5K | ﹤0.01% | 2343 |
|
|
2020
Q1 | $236K | Sell |
13,053
-852
| -6% | -$15.4K | ﹤0.01% | 2241 |
|
|
2019
Q4 | $421K | Buy |
13,905
+390
| +3% | +$11.8K | ﹤0.01% | 2044 |
|
|
2019
Q3 | $373K | Sell |
13,515
-1,650
| -11% | -$45.5K | ﹤0.01% | 2049 |
|
|
2019
Q2 | $413K | Sell |
15,165
-184
| -1% | -$5.01K | ﹤0.01% | 1940 |
|
|
2019
Q1 | $444K | Sell |
15,349
-1,564
| -9% | -$45.2K | ﹤0.01% | 1848 |
|
|
2018
Q4 | $425K | Buy |
+16,913
| New | +$425K | ﹤0.01% | 1756 |
|
|
2018
Q3 | – | Sell |
-21,239
| Closed | -$869K | – | 2793 |
|
|
2018
Q2 | $869K | Buy |
21,239
+4,033
| +23% | +$165K | ﹤0.01% | 1364 |
|
|
2018
Q1 | $697K | Buy |
17,206
+5,753
| +50% | +$233K | ﹤0.01% | 1477 |
|
|
2017
Q4 | $342K | Sell |
11,453
-92
| -0.8% | -$2.75K | ﹤0.01% | 1953 |
|
|
2017
Q3 | $329K | Buy |
+11,545
| New | +$329K | ﹤0.01% | 1902 |
|
|
2017
Q2 | – | Sell |
-10,184
| Closed | -$266K | – | 2522 |
|
|
2017
Q1 | $266K | Sell |
10,184
-452
| -4% | -$11.8K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $304K | Buy |
+10,636
| New | +$304K | ﹤0.01% | 1764 |
|