Federated Hermes’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 | $871K | Buy |
11,456
+782
| +7% | +$59.5K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $689K | Sell |
10,674
-627
| -6% | -$40.5K | ﹤0.01% | 1213 |
|
|
2024
Q4 | $789K | Sell |
11,301
-3,161
| -22% | -$221K | ﹤0.01% | 1184 |
|
|
2024
Q3 | $909K | Buy |
14,462
+14,322
| +10,230% | +$901K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q1 | $7.57K | Buy |
+140
| New | +$7.57K | ﹤0.01% | 1803 |
|
|
2023
Q4 | – | Sell |
-48,025
| Closed | -$1.82M | – | 2050 |
|
|
2023
Q3 | $1.82M | Buy |
48,025
+48,020
| +960,400% | +$1.82M | ﹤0.01% | 953 |
|
|
2023
Q2 | $197 | Sell |
5
-5
| -50% | -$197 | ﹤0.01% | 2075 |
|
|
2023
Q1 | $369 | Hold |
10
| – | – | ﹤0.01% | 2090 |
|
|
2022
Q4 | $382 | Sell |
10
-75,125
| -100% | -$2.87M | ﹤0.01% | 2099 |
|
|
2022
Q3 | $2.57M | Buy |
75,135
+8,089
| +12% | +$277K | 0.01% | 848 |
|
|
2022
Q2 | $2.4M | Buy |
+67,046
| New | +$2.4M | 0.01% | 881 |
|
|
2020
Q2 | – | Sell |
-20,652
| Closed | -$374K | – | 2242 |
|
|
2020
Q1 | $374K | Buy |
+20,652
| New | +$374K | ﹤0.01% | 1457 |
|
|
2017
Q1 | – | Sell |
-19,443
| Closed | -$555K | – | 2115 |
|
|
2016
Q4 | $555K | Buy |
19,443
+18,207
| +1,473% | +$520K | ﹤0.01% | 1272 |
|
|
2016
Q3 | $28K | Sell |
1,236
-101
| -8% | -$2.29K | ﹤0.01% | 1716 |
|
|
2016
Q2 | $24K | Sell |
1,337
-38,767
| -97% | -$696K | ﹤0.01% | 1732 |
|
|
2016
Q1 | $856K | Buy |
40,104
+17,426
| +77% | +$372K | ﹤0.01% | 1124 |
|
|
2015
Q4 | $477K | Buy |
22,678
+9,882
| +77% | +$208K | ﹤0.01% | 1300 |
|
|
2015
Q3 | $412K | Buy |
+12,796
| New | +$412K | ﹤0.01% | 1333 |
|
|
2015
Q2 | – | Sell |
-5,292
| Closed | -$123K | – | 1953 |
|
|
2015
Q1 | $123K | Buy |
+5,292
| New | +$123K | ﹤0.01% | 1574 |
|
|
2014
Q4 | – | Sell |
-1,648
| Closed | -$30K | – | 1965 |
|
|
2014
Q3 | $30K | Sell |
1,648
-52,016
| -97% | -$947K | ﹤0.01% | 1685 |
|
|
2014
Q2 | $986K | Buy |
+53,664
| New | +$986K | ﹤0.01% | 1189 |
|
|
2013
Q3 | – | Sell |
-11,800
| Closed | -$135K | – | 1752 |
|
|
2013
Q2 | $135K | Buy |
+11,800
| New | +$135K | ﹤0.01% | 1484 |
|