Engineers Gate Manager’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
5,411
-13,886
| -72% | -$1.06M | 0.01% | 1573 |
|
|
2025
Q1 | $1.25M | Sell |
19,297
-3,318
| -15% | -$214K | 0.02% | 937 |
|
|
2024
Q4 | $1.58M | Buy |
22,615
+8,935
| +65% | +$624K | 0.03% | 736 |
|
|
2024
Q3 | $860K | Buy |
13,680
+2,685
| +24% | +$169K | 0.02% | 1099 |
|
|
2024
Q2 | $628K | Buy |
+10,995
| New | +$628K | 0.01% | 1112 |
|
|
2023
Q3 | – | Sell |
-34,853
| Closed | -$1.37M | – | 1785 |
|
|
2023
Q2 | $1.37M | Buy |
34,853
+26,187
| +302% | +$1.03M | 0.05% | 523 |
|
|
2023
Q1 | $320K | Buy |
8,666
+1,741
| +25% | +$64.3K | 0.01% | 1213 |
|
|
2022
Q4 | $265K | Sell |
6,925
-1,604
| -19% | -$61.3K | 0.02% | 1241 |
|
|
2022
Q3 | $292K | Sell |
8,529
-48,340
| -85% | -$1.65M | 0.02% | 1133 |
|
|
2022
Q2 | $2.04M | Buy |
+56,869
| New | +$2.04M | 0.07% | 357 |
|
|
2022
Q1 | – | Sell |
-5,943
| Closed | -$332K | – | 1851 |
|
|
2021
Q4 | $332K | Buy |
5,943
+1,718
| +41% | +$96K | 0.01% | 1330 |
|
|
2021
Q3 | $218K | Buy |
+4,225
| New | +$218K | 0.01% | 1390 |
|
|
2021
Q2 | – | Sell |
-37,662
| Closed | -$1.77M | – | 1603 |
|
|
2021
Q1 | $1.77M | Buy |
37,662
+3,547
| +10% | +$167K | 0.09% | 318 |
|
|
2020
Q4 | $1.28M | Buy |
+34,115
| New | +$1.28M | 0.06% | 486 |
|
|
2019
Q3 | – | Sell |
-22,835
| Closed | -$622K | – | 1373 |
|
|
2019
Q2 | $622K | Buy |
+22,835
| New | +$622K | 0.03% | 652 |
|
|
2017
Q2 | – | Sell |
-29,504
| Closed | -$771K | – | 632 |
|
|
2017
Q1 | $771K | Buy |
+29,504
| New | +$771K | 0.08% | 379 |
|
|
2016
Q4 | – | Sell |
-53,002
| Closed | -$1.19M | – | 584 |
|
|
2016
Q3 | $1.19M | Buy |
53,002
+2,182
| +4% | +$48.9K | 0.12% | 304 |
|
|
2016
Q2 | $900K | Buy |
+50,820
| New | +$900K | 0.06% | 443 |
|
|
2015
Q3 | – | Sell |
-39,624
| Closed | -$1.05M | – | 656 |
|
|
2015
Q2 | $1.05M | Sell |
39,624
-28,300
| -42% | -$748K | 0.1% | 366 |
|
|
2015
Q1 | $1.58M | Buy |
67,924
+41,632
| +158% | +$968K | 0.21% | 121 |
|
|
2014
Q4 | $511K | Buy |
+26,292
| New | +$511K | 0.15% | 251 |
|