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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.6M | Buy |
77,537
+17,156
| +28% | +$1.56M | ﹤0.01% | 2120 |
|
|
2025
Q4 | $5.2M | Sell |
60,381
-6,203
| -9% | -$511K | ﹤0.01% | 2146 |
|
|
2025
Q3 | $5.64M | Buy |
66,584
+3,051
| +5% | +$266K | ﹤0.01% | 2155 |
|
|
2025
Q2 | $4.83M | Buy |
63,533
+13,131
| +26% | +$888K | ﹤0.01% | 2216 |
|
|
2025
Q1 | $3.25M | Buy |
50,402
+6,957
| +16% | +$472K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $3.03M | Buy |
43,445
+7,203
| +20% | +$526K | ﹤0.01% | 2433 |
|
|
2024
Q3 | $2.28M | Buy |
36,242
+7,109
| +24% | +$467K | ﹤0.01% | 2564 |
|
|
2024
Q2 | $1.66M | Buy |
29,133
+3,272
| +13% | +$178K | ﹤0.01% | 2701 |
|
|
2024
Q1 | $1.4M | Buy |
25,861
+1,389
| +6% | +$73.1K | ﹤0.01% | 2801 |
|
|
2023
Q4 | $1.34M | Sell |
24,472
-4,007
| -14% | -$167K | ﹤0.01% | 2716 |
|
|
2023
Q3 | $1.08M | Sell |
28,479
-97,681
| -77% | -$4.13M | ﹤0.01% | 2763 |
|
|
2023
Q2 | $4.98M | Buy |
126,160
+89,912
| +248% | +$3.48M | ﹤0.01% | 1710 |
|
|
2023
Q1 | $1.34M | Sell |
36,248
-35,649
| -50% | -$1.54M | ﹤0.01% | 2463 |
|
|
2022
Q4 | $2.75M | Sell |
71,897
-3,707
| -5% | -$141K | ﹤0.01% | 1963 |
|
|
2022
Q3 | $2.59M | Buy |
75,604
+8,016
| +12% | +$324K | ﹤0.01% | 1925 |
|
|
2022
Q2 | $2.42M | Sell |
67,588
-1
| -0% | -$38 | ﹤0.01% | 1990 |
|
|
2022
Q1 | $3.13M | Sell |
67,589
-2,523
| -4% | -$133K | ﹤0.01% | 1915 |
|
|
2021
Q4 | $3.92M | Sell |
70,112
-390
| -0.6% | -$21.8K | ﹤0.01% | 1731 |
|
|
2021
Q3 | $3.63M | Buy |
70,502
+6,095
| +9% | +$289K | ﹤0.01% | 1716 |
|
|
2021
Q2 | $2.99M | Buy |
64,407
+8,824
| +16% | +$412K | ﹤0.01% | 1812 |
|
|
2021
Q1 | $2.61M | Buy |
55,583
+30,860
| +125% | +$1.39M | ﹤0.01% | 1785 |
|
|
2020
Q4 | $928K | Buy |
24,723
+1,537
| +7% | +$48.6K | ﹤0.01% | 2261 |
|
|
2020
Q3 | $540K | Buy |
23,186
+1,425
| +7% | +$32.6K | ﹤0.01% | 2415 |
|
|
2020
Q2 | $480K | Buy |
21,761
+1,371
| +7% | +$27.9K | ﹤0.01% | 2450 |
|
|
2020
Q1 | $370K | Buy |
20,390
+1,955
| +11% | +$49.1K | ﹤0.01% | 2450 |
|
|
2019
Q4 | $558K | Buy |
18,435
+1,814
| +11% | +$53K | ﹤0.01% | 2393 |
|
|
2019
Q3 | $460K | Buy |
16,621
+671
| +4% | +$18.1K | ﹤0.01% | 2420 |
|
|
2019
Q2 | $435K | Buy |
15,950
+514
| +3% | +$15.1K | ﹤0.01% | 2473 |
|
|
2019
Q1 | $447K | Buy |
15,436
+117
| +0.8% | +$3.51K | ﹤0.01% | 2415 |
|
|
2018
Q4 | $386K | Buy |
+15,319
| New | +$462K | ﹤0.01% | 2294 |
|
|
2018
Q3 | – | Sell |
-8,702
| Closed | -$356K | – | 1345 |
|
|
2018
Q2 | $356K | Sell |
8,702
-415
| -5% | -$17.3K | ﹤0.01% | 1446 |
|
|
2018
Q1 | $370K | Sell |
9,117
-1,101
| -11% | -$40.1K | ﹤0.01% | 1328 |
|
|
2017
Q4 | $306K | Buy |
10,218
+1,010
| +11% | +$27.5K | ﹤0.01% | 1680 |
|
|
2017
Q3 | $263K | Buy |
9,208
+457
| +5% | +$11.9K | ﹤0.01% | 1723 |
|
|
2017
Q2 | $207K | Sell |
8,751
-263
| -3% | -$6.22K | ﹤0.01% | 1864 |
|
|
2017
Q1 | $234K | Sell |
9,014
-236
| -3% | -$6.82K | ﹤0.01% | 1853 |
|
|
2016
Q4 | $264K | Buy |
9,250
+5,953
| +181% | +$142K | ﹤0.01% | 1769 |
|
|
2016
Q3 | $74K | Sell |
3,297
-9,180
| -74% | -$178K | ﹤0.01% | 2450 |
|
|
2016
Q2 | $221K | Buy |
12,477
+4,095
| +49% | +$76.9K | ﹤0.01% | 2039 |
|
|
2016
Q1 | $179K | Sell |
8,382
-541
| -6% | -$9.8K | ﹤0.01% | 2128 |
|
|
2015
Q4 | $188K | Sell |
8,923
-14,081
| -61% | -$332K | ﹤0.01% | 2056 |
|
|
2015
Q3 | $741K | Buy |
23,004
+11,368
| +98% | +$340K | ﹤0.01% | 1420 |
|
|
2015
Q2 | $308K | Buy |
11,636
+692
| +6% | +$16.5K | ﹤0.01% | 1935 |
|
|
2015
Q1 | $255K | Buy |
10,944
+10,384
| +1,854% | +$228K | ﹤0.01% | 1852 |
|
|
2014
Q4 | $11K | Buy |
560
+40
| +8% | +$750 | ﹤0.01% | 1925 |
|
|
2014
Q3 | $9K | Buy |
520
+140
| +37% | +$2.64K | ﹤0.01% | 2145 |
|
|
2014
Q2 | $7K | Buy |
380
+244
| +179% | +$4.8K | ﹤0.01% | 2162 |
|
|
2014
Q1 | $3K | Buy |
136
+56
| +70% | +$1.2K | ﹤0.01% | 2196 |
|
|
2013
Q4 | $2K | Sell |
80
-140
| -64% | -$2.52K | ﹤0.01% | 2214 |
|
|
2013
Q3 | $4K | Buy |
+220
| New | +$3.28K | ﹤0.01% | 1975 |
|
Other funds holding AX
VPM
VCM
DAM
