Covestor’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 | $137K | Sell |
1,806
-468
| -21% | -$35.5K | 0.08% | 371 |
|
|
2025
Q1 | $147K | Hold |
2,274
| – | – | 0.1% | 256 |
|
|
2024
Q4 | $158K | Buy |
2,274
+442
| +24% | +$30.7K | 0.1% | 265 |
|
|
2024
Q3 | $115K | Sell |
1,832
-224
| -11% | -$14.1K | 0.07% | 444 |
|
|
2024
Q2 | $117K | Sell |
2,056
-628
| -23% | -$35.7K | 0.08% | 398 |
|
|
2024
Q1 | $145K | Buy |
2,684
+781
| +41% | +$42.2K | 0.09% | 291 |
|
|
2023
Q4 | $104K | Buy |
1,903
+601
| +46% | +$32.8K | 0.07% | 466 |
|
|
2023
Q3 | $49K | Buy |
1,302
+331
| +34% | +$12.5K | 0.04% | 778 |
|
|
2023
Q2 | $38K | Buy |
971
+197
| +25% | +$7.71K | 0.03% | 886 |
|
|
2023
Q1 | $29K | Buy |
774
+363
| +88% | +$13.6K | 0.03% | 890 |
|
|
2022
Q4 | $16K | Buy |
411
+405
| +6,750% | +$15.8K | 0.01% | 1096 |
|
|
2022
Q3 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 1974 |
|
|
2022
Q2 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 1884 |
|
|
2022
Q1 | $1K | Sell |
14
-3
| -18% | -$214 | ﹤0.01% | 1720 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1639 |
|