Farther Finance Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Sell |
433
-44
| -9% | -$3.35K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $30.7K | Sell |
477
-150
| -24% | -$9.66K | ﹤0.01% | 2150 |
|
|
2024
Q4 | $43.8K | Sell |
627
-21
| -3% | -$1.47K | ﹤0.01% | 1732 |
|
|
2024
Q3 | $40.7K | Buy |
648
+582
| +882% | +$36.6K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $3.79K | Buy |
66
+25
| +61% | +$1.43K | ﹤0.01% | 2521 |
|
|
2024
Q1 | $2.15K | Sell |
41
-5
| -11% | -$262 | ﹤0.01% | 2464 |
|
|
2023
Q4 | $2.51K | Buy |
+46
| New | +$2.51K | ﹤0.01% | 2337 |
|