Envestnet Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
|
|||||
|
2025
Q1 | $3.25M | Buy |
|
|||||
|
2024
Q4 | $3.03M | Buy |
|
|||||
|
2024
Q3 | $2.28M | Buy |
|
|||||
|
2024
Q2 | $1.66M | Buy |
|
|||||
|
2024
Q1 | $1.4M | Buy |
|
|||||
|
2023
Q4 | $1.34M | Sell |
|
|||||
|
2023
Q3 | $1.08M | Sell |
|
|||||
|
2023
Q2 | $4.98M | Buy |
|
|||||
|
2023
Q1 | $1.34M | Sell |
|
|||||
|
2022
Q4 | $2.75M | Sell |
|
|||||
|
2022
Q3 | $2.59M | Buy |
|
|||||
|
2022
Q2 | $2.42M | Sell |
|
|||||
|
2022
Q1 | $3.13M | Sell |
|
|||||
|
2021
Q4 | $3.92M | Sell |
|
|||||
|
2021
Q3 | $3.63M | Buy |
|
|||||
|
2021
Q2 | $2.99M | Buy |
|
|||||
|
2021
Q1 | $2.61M | Buy |
|
|||||
|
2020
Q4 | $928K | Buy |
|
|||||
|
2020
Q3 | $540K | Buy |
|
|||||
|
2020
Q2 | $480K | Buy |
|
|||||
|
2020
Q1 | $370K | Buy |
|
|||||
|
2019
Q4 | $558K | Buy |
|
|||||
|
2019
Q3 | $460K | Buy |
|
|||||
|
2019
Q2 | $435K | Buy |
|
|||||
|
2019
Q1 | $447K | Buy |
|
|||||
|
2018
Q4 | $386K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $356K | Sell |
|
|||||
|
2018
Q1 | $370K | Sell |
|
|||||
|
2017
Q4 | $306K | Buy |
|
|||||
|
2017
Q3 | $263K | Buy |
|
|||||
|
2017
Q2 | $207K | Sell |
|
|||||
|
2017
Q1 | $234K | Sell |
|
|||||
|
2016
Q4 | $264K | Buy |
|
|||||
|
2016
Q3 | $74K | Sell |
|
|||||
|
2016
Q2 | $221K | Buy |
|
|||||
|
2016
Q1 | $179K | Sell |
|
|||||
|
2015
Q4 | $188K | Sell |
|
|||||
|
2015
Q3 | $741K | Buy |
|
|||||
|
2015
Q2 | $308K | Buy |
|
|||||
|
2015
Q1 | $255K | Buy |
|
|||||
|
2014
Q4 | $11K | Buy |
|
|||||
|
2014
Q3 | $9K | Buy |
|
|||||
|
2014
Q2 | $7K | Buy |
|
|||||
|
2014
Q1 | $3K | Buy |
|
|||||
|
2013
Q4 | $2K | Sell |
|
|||||
|
2013
Q3 | $4K | Buy |
|