Concourse Financial Group Securities’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-756
| Closed | -$53.9K | – | 649 |
|
|
2024
Q4 | $53.9K | Buy |
756
+81
| +12% | +$5.78K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $42.4K | Buy |
+675
| New | +$42.4K | ﹤0.01% | 1242 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2766 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2780 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2738 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2754 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2762 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2762 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2705 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2485 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2577 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2537 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2717 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$14K | – | 2734 |
|
|
2021
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 1637 |
|
|
2020
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 1570 |
|
|
2020
Q1 | $5K | Sell |
300
-200
| -40% | -$3.33K | ﹤0.01% | 1632 |
|
|
2019
Q4 | $15K | Buy |
500
+100
| +25% | +$3K | ﹤0.01% | 1325 |
|
|
2019
Q3 | $11K | Sell |
400
-700
| -64% | -$19.3K | ﹤0.01% | 1112 |
|
|
2019
Q2 | $30K | Hold |
1,100
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q1 | $31K | Hold |
1,100
| – | – | ﹤0.01% | 1063 |
|
|
2018
Q4 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q3 | $38K | Buy |
+1,100
| New | +$38K | 0.01% | 648 |
|