Fidelity Investments’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 | $207M | Buy |
2,437,674
+566,893
| +30% | +$51.7M | 0.01% | 830 |
|
|
2025
Q4 | $161M | Buy |
1,870,781
+479,180
| +34% | +$39.5M | 0.01% | 959 |
|
|
2025
Q3 | $118M | Buy |
1,391,601
+1,206,971
| +654% | +$105M | 0.01% | 1106 |
|
|
2025
Q2 | $14M | Buy |
184,630
+12,524
| +7% | +$847K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $11.1M | Sell |
172,106
-324,313
| -65% | -$22M | ﹤0.01% | 1871 |
|
|
2024
Q4 | $34.7M | Sell |
496,419
-266,010
| -35% | -$19.4M | ﹤0.01% | 1522 |
|
|
2024
Q3 | $47.9M | Sell |
762,429
-64,629
| -8% | -$4.25M | ﹤0.01% | 1397 |
|
|
2024
Q2 | $47.3M | Sell |
827,058
-246,237
| -23% | -$13.4M | ﹤0.01% | 1331 |
|
|
2024
Q1 | $58M | Buy |
1,073,295
+213,058
| +25% | +$11.2M | ﹤0.01% | 1274 |
|
|
2023
Q4 | $47M | Buy |
860,237
+19,631
| +2% | +$819K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $31.8M | Sell |
840,606
-42,587
| -5% | -$1.8M | ﹤0.01% | 1422 |
|
|
2023
Q2 | $34.8M | Sell |
883,193
-265,759
| -23% | -$10.3M | ﹤0.01% | 1410 |
|
|
2023
Q1 | $42.4M | Sell |
1,148,952
-833,998
| -42% | -$36M | ﹤0.01% | 1321 |
|
|
2022
Q4 | $75.8M | Buy |
1,982,950
+53,417
| +3% | +$2.04M | 0.01% | 1076 |
|
|
2022
Q3 | $66M | Buy |
1,929,533
+146,838
| +8% | +$5.94M | 0.01% | 1128 |
|
|
2022
Q2 | $63.9M | Buy |
1,782,695
+56,365
| +3% | +$2.17M | 0.01% | 1154 |
|
|
2022
Q1 | $80.1M | Buy |
1,726,330
+196,915
| +13% | +$10.4M | 0.01% | 1169 |
|
|
2021
Q4 | $85.5M | Buy |
1,529,415
+21,932
| +1% | +$1.23M | 0.01% | 1179 |
|
|
2021
Q3 | $77.7M | Buy |
1,507,483
+540,877
| +56% | +$25.7M | 0.01% | 1216 |
|
|
2021
Q2 | $44.8M | Buy |
966,606
+536,225
| +125% | +$25.1M | ﹤0.01% | 1487 |
|
|
2021
Q1 | $20.2M | Buy |
430,381
+114,707
| +36% | +$5.17M | ﹤0.01% | 1797 |
|
|
2020
Q4 | $11.8M | Buy |
315,674
+314,495
| +26,675% | +$9.94M | ﹤0.01% | 1910 |
|
|
2020
Q3 | $27K | Buy |
1,179
+3
| +0.3% | +$69 | ﹤0.01% | 2998 |
|
|
2020
Q2 | $26K | Buy |
1,176
+950
| +420% | +$19.3K | ﹤0.01% | 2925 |
|
|
2020
Q1 | $4K | Sell |
226
-23,196
| -99% | -$583K | ﹤0.01% | 3288 |
|
|
2019
Q4 | $709K | Sell |
23,422
-2,900
| -11% | -$84.7K | ﹤0.01% | 2445 |
|
|
2019
Q3 | $727K | Sell |
26,322
-24,484
| -48% | -$659K | ﹤0.01% | 2473 |
|
|
2019
Q2 | $1.38M | Buy |
50,806
+2,899
| +6% | +$85.3K | ﹤0.01% | 2402 |
|
|
2019
Q1 | $1.39M | Sell |
47,907
-3,649
| -7% | -$109K | ﹤0.01% | 2381 |
|
|
2018
Q4 | $1.3M | Buy |
51,556
+2,072
| +4% | +$62.5K | ﹤0.01% | 2367 |
|
|
2018
Q3 | $1.7M | Buy |
49,484
+684
| +1% | +$26.3K | ﹤0.01% | 2396 |
|
|
2018
Q2 | $2M | Sell |
48,800
-1,100
| -2% | -$45.7K | ﹤0.01% | 2343 |
|
|
2018
Q1 | $2.02M | Buy |
49,900
+1,300
| +3% | +$47.4K | ﹤0.01% | 2355 |
|
|
2017
Q4 | $1.45M | Buy |
48,600
+23,000
| +90% | +$626K | ﹤0.01% | 2403 |
|
|
2017
Q3 | $729K | Hold |
25,600
| – | – | ﹤0.01% | 2447 |
|
|
2017
Q2 | $607K | Hold |
25,600
| – | – | ﹤0.01% | 2486 |
|
|
2017
Q1 | $669K | Hold |
25,600
| – | – | ﹤0.01% | 2499 |
|
|
2016
Q4 | $731K | Hold |
25,600
| – | – | ﹤0.01% | 2511 |
|
|
2016
Q3 | $573K | Sell |
25,600
-400
| -2% | -$7.76K | ﹤0.01% | 2531 |
|
|
2016
Q2 | $460K | Sell |
26,000
-3,411,600
| -99% | -$64M | ﹤0.01% | 2553 |
|
|
2016
Q1 | $73.4M | Sell |
3,437,600
-157,100
| -4% | -$2.85M | 0.01% | 1099 |
|
|
2015
Q4 | $75.7M | Sell |
3,594,700
-2,026,460
| -36% | -$47.7M | 0.01% | 1087 |
|
|
2015
Q3 | $181M | Buy |
5,621,160
+264,360
| +5% | +$7.9M | 0.03% | 676 |
|
|
2015
Q2 | $142M | Buy |
5,356,800
+1,127,200
| +27% | +$26.8M | 0.02% | 875 |
|
|
2015
Q1 | $98.4M | Sell |
4,229,600
-161,600
| -4% | -$3.55M | 0.01% | 1036 |
|
|
2014
Q4 | $85.4M | Buy |
4,391,200
+121,600
| +3% | +$2.28M | 0.01% | 1080 |
|
|
2014
Q3 | $77.6M | Buy |
4,269,600
+3,217,200
| +306% | +$60.7M | 0.01% | 1085 |
|
|
2014
Q2 | $19.3M | Buy |
1,052,400
+138,000
| +15% | +$2.72M | ﹤0.01% | 1812 |
|
|
2014
Q1 | $19.6M | Sell |
914,400
-614,000
| -40% | -$13.2M | ﹤0.01% | 1765 |
|
|
2013
Q4 | $30M | Buy |
1,528,400
+32,800
| +2% | +$590K | ﹤0.01% | 1550 |
|
|
2013
Q3 | $24.3M | Sell |
1,495,600
-104,400
| -7% | -$1.56M | ﹤0.01% | 1623 |
|
|
2013
Q2 | $18.3M | Buy |
+1,600,000
| New | +$16.6M | ﹤0.01% | 1692 |
|
Other funds holding AX
VPM
VCM
DAM
