Emerald Advisers’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.2M | Sell |
496,232
-25,147
| -5% | -$2.29M | 1.34% | 18 |
|
|
2025
Q4 | $44.9M | Sell |
521,379
-7,533
| -1% | -$620K | 1.38% | 14 |
|
|
2025
Q3 | $44.8M | Sell |
528,912
-24,679
| -4% | -$2.15M | 1.44% | 16 |
|
|
2025
Q2 | $42.1M | Buy |
553,591
+20,005
| +4% | +$1.35M | 1.54% | 13 |
|
|
2025
Q1 | $34.4M | Buy |
533,586
+54,466
| +11% | +$3.69M | 1.55% | 16 |
|
|
2024
Q4 | $33.5M | Sell |
479,120
-26,424
| -5% | -$1.93M | 1.3% | 20 |
|
|
2024
Q3 | $31.8M | Buy |
505,544
+63,458
| +14% | +$4.17M | 1.23% | 25 |
|
|
2024
Q2 | $25.3M | Sell |
442,086
-15,338
| -3% | -$834K | 1.06% | 36 |
|
|
2024
Q1 | $24.7M | Buy |
457,424
+100,899
| +28% | +$5.31M | 0.99% | 37 |
|
|
2023
Q4 | $19.5M | Buy |
356,525
+180,129
| +102% | +$7.52M | 0.83% | 50 |
|
|
2023
Q3 | $6.68M | Buy |
176,396
+49,110
| +39% | +$2.08M | 0.32% | 104 |
|
|
2023
Q2 | $5.02M | Buy |
127,286
+60,165
| +90% | +$2.33M | 0.22% | 111 |
|
|
2023
Q1 | $2.48M | Buy |
+67,121
| New | +$2.9M | 0.12% | 123 |
|
|
2020
Q2 | – | Sell |
-152,597
| Closed | -$2.77M | – | 319 |
|
|
2020
Q1 | $2.77M | Sell |
152,597
-339,065
| -69% | -$8.52M | 0.16% | 113 |
|
|
2019
Q4 | $14.9M | Buy |
+491,662
| New | +$14.4M | 0.63% | 66 |
|
|
2018
Q3 | – | Sell |
-713,973
| Closed | -$29.2M | – | 257 |
|
|
2018
Q2 | $29.2M | Sell |
713,973
-8,230
| -1% | -$342K | 1.1% | 19 |
|
|
2018
Q1 | $29.3M | Sell |
722,203
-32,503
| -4% | -$1.18M | 1.17% | 18 |
|
|
2017
Q4 | $22.6M | Sell |
754,706
-492,227
| -39% | -$13.4M | 0.87% | 40 |
|
|
2017
Q3 | $35.5M | Sell |
1,246,933
-89,530
| -7% | -$2.34M | 1.44% | 11 |
|
|
2017
Q2 | $31.7M | Sell |
1,336,463
-54,622
| -4% | -$1.29M | 1.32% | 14 |
|
|
2017
Q1 | $36.3M | Buy |
1,391,085
+48,049
| +4% | +$1.39M | 1.49% | 9 |
|
|
2016
Q4 | $38.3M | Buy |
1,343,036
+494,431
| +58% | +$11.8M | 1.64% | 6 |
|
|
2016
Q3 | $19M | Buy |
848,605
+17,473
| +2% | +$339K | 0.85% | 31 |
|
|
2016
Q2 | $14.7M | Buy |
831,132
+8,840
| +1% | +$166K | 0.71% | 47 |
|
|
2016
Q1 | $17.5M | Sell |
822,292
-77,000
| -9% | -$1.4M | 0.85% | 33 |
|
|
2015
Q4 | $18.9M | Buy |
899,292
+622,952
| +225% | +$14.7M | 0.89% | 28 |
|
|
2015
Q3 | $8.9M | Buy |
276,340
+49,548
| +22% | +$1.48M | 0.46% | 72 |
|
|
2015
Q2 | $5.99M | Sell |
226,792
-164,440
| -42% | -$3.91M | 0.29% | 110 |
|
|
2015
Q1 | $8.95M | Buy |
391,232
+97,752
| +33% | +$2.15M | 0.45% | 75 |
|
|
2014
Q4 | $5.71M | Buy |
+293,480
| New | +$5.51M | 0.3% | 109 |
|
Other funds holding AX
VPM
VCM
DAM
