EverSource Wealth Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Buy |
446
+333
| +295% | +$25.3K | ﹤0.01% | 1880 |
|
|
2025
Q1 | $7.29K | Buy |
113
+81
| +253% | +$5.23K | ﹤0.01% | 2295 |
|
|
2024
Q4 | $2.24K | Sell |
32
-32
| -50% | -$2.24K | ﹤0.01% | 2672 |
|
|
2024
Q3 | $4.02K | Buy |
64
+22
| +52% | +$1.38K | ﹤0.01% | 2313 |
|
|
2024
Q2 | $3.07K | Buy |
+42
| New | +$3.07K | ﹤0.01% | 2402 |
|