Edgestream Partners’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 | $12.6M | Buy |
165,283
+110,136
| +200% | +$8.37M | 0.35% | 30 |
|
|
2025
Q1 | $3.56M | Buy |
55,147
+5,682
| +11% | +$367K | 0.12% | 330 |
|
|
2024
Q4 | $3.46M | Sell |
49,465
-55,130
| -53% | -$3.85M | 0.15% | 271 |
|
|
2024
Q3 | $6.58M | Buy |
104,595
+50,893
| +95% | +$3.2M | 0.29% | 75 |
|
|
2024
Q2 | $3.07M | Sell |
53,702
-17,213
| -24% | -$984K | 0.15% | 229 |
|
|
2024
Q1 | $3.83M | Buy |
70,915
+32,098
| +83% | +$1.73M | 0.19% | 176 |
|
|
2023
Q4 | $2.12M | Sell |
38,817
-13,192
| -25% | -$720K | 0.15% | 227 |
|
|
2023
Q3 | $1.97M | Buy |
52,009
+5,596
| +12% | +$212K | 0.16% | 197 |
|
|
2023
Q2 | $1.83M | Buy |
+46,413
| New | +$1.83M | 0.17% | 206 |
|