Dakota Wealth Management’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	$215K	Buy	+2,827	New	+$215K	﹤0.01%	712
2025 Q1	–	Sell	-2,867	Closed	-$200K	–	752
2024 Q4	$200K	Buy	+2,867	New	+$200K	﹤0.01%	713