Emerald Advisers’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 | $42.1M | Buy |
553,591
+20,005
| +4% | +$1.52M | 1.54% | 13 |
|
|
2025
Q1 | $34.4M | Buy |
533,586
+54,466
| +11% | +$3.51M | 1.55% | 16 |
|
|
2024
Q4 | $33.5M | Sell |
479,120
-26,424
| -5% | -$1.85M | 1.3% | 20 |
|
|
2024
Q3 | $31.8M | Buy |
505,544
+63,458
| +14% | +$3.99M | 1.23% | 25 |
|
|
2024
Q2 | $25.3M | Sell |
442,086
-15,338
| -3% | -$877K | 1.06% | 36 |
|
|
2024
Q1 | $24.7M | Buy |
457,424
+100,899
| +28% | +$5.45M | 0.99% | 37 |
|
|
2023
Q4 | $19.5M | Buy |
356,525
+180,129
| +102% | +$9.84M | 0.83% | 50 |
|
|
2023
Q3 | $6.68M | Buy |
176,396
+49,110
| +39% | +$1.86M | 0.32% | 104 |
|
|
2023
Q2 | $5.02M | Buy |
127,286
+60,165
| +90% | +$2.37M | 0.22% | 111 |
|
|
2023
Q1 | $2.48M | Buy |
+67,121
| New | +$2.48M | 0.12% | 123 |
|
|
2020
Q2 | – | Sell |
-152,597
| Closed | -$2.77M | – | 319 |
|
|
2020
Q1 | $2.77M | Sell |
152,597
-339,065
| -69% | -$6.15M | 0.16% | 113 |
|
|
2019
Q4 | $14.9M | Buy |
+491,662
| New | +$14.9M | 0.63% | 66 |
|
|
2018
Q3 | – | Sell |
-713,973
| Closed | -$29.2M | – | 257 |
|
|
2018
Q2 | $29.2M | Sell |
713,973
-8,230
| -1% | -$337K | 1.1% | 19 |
|
|
2018
Q1 | $29.3M | Sell |
722,203
-32,503
| -4% | -$1.32M | 1.17% | 18 |
|
|
2017
Q4 | $22.6M | Sell |
754,706
-492,227
| -39% | -$14.7M | 0.87% | 40 |
|
|
2017
Q3 | $35.5M | Sell |
1,246,933
-89,530
| -7% | -$2.55M | 1.44% | 11 |
|
|
2017
Q2 | $31.7M | Sell |
1,336,463
-54,622
| -4% | -$1.3M | 1.32% | 14 |
|
|
2017
Q1 | $36.3M | Buy |
1,391,085
+48,049
| +4% | +$1.26M | 1.49% | 9 |
|
|
2016
Q4 | $38.3M | Buy |
1,343,036
+494,431
| +58% | +$14.1M | 1.64% | 6 |
|
|
2016
Q3 | $19M | Buy |
848,605
+17,473
| +2% | +$391K | 0.85% | 31 |
|
|
2016
Q2 | $14.7M | Buy |
831,132
+8,840
| +1% | +$157K | 0.71% | 47 |
|
|
2016
Q1 | $17.5M | Sell |
822,292
-77,000
| -9% | -$1.64M | 0.85% | 33 |
|
|
2015
Q4 | $18.9M | Buy |
899,292
+622,952
| +225% | +$13.1M | 0.89% | 28 |
|
|
2015
Q3 | $8.9M | Buy |
276,340
+49,548
| +22% | +$1.6M | 0.46% | 72 |
|
|
2015
Q2 | $5.99M | Sell |
226,792
-164,440
| -42% | -$4.35M | 0.29% | 110 |
|
|
2015
Q1 | $8.95M | Buy |
391,232
+97,752
| +33% | +$2.24M | 0.45% | 75 |
|
|
2014
Q4 | $5.71M | Buy |
+293,480
| New | +$5.71M | 0.3% | 109 |
|