First Horizon 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 | $4.33K | Sell |
57
-165
| -74% | -$12.5K | ﹤0.01% | 1872 |
|
|
2025
Q1 | $14.3K | Hold |
222
| – | – | ﹤0.01% | 1459 |
|
|
2024
Q4 | $15.5K | Buy |
222
+24
| +12% | +$1.68K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $12.5K | Buy |
198
+39
| +25% | +$2.45K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $9.09K | Sell |
159
-141
| -47% | -$8.06K | ﹤0.01% | 1567 |
|
|
2024
Q1 | $16.2K | Sell |
300
-39
| -12% | -$2.11K | ﹤0.01% | 1414 |
|
|
2023
Q4 | $18.5K | Sell |
339
-57
| -14% | -$3.11K | ﹤0.01% | 1365 |
|
|
2023
Q3 | $15K | Buy |
396
+64
| +19% | +$2.42K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $13.1K | Hold |
332
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q1 | $12.3K | Buy |
332
+156
| +89% | +$5.76K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $6.73K | Hold |
176
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q3 | $6K | Buy |
176
+1
| +0.6% | +$34 | ﹤0.01% | 1681 |
|
|
2022
Q2 | $6K | Sell |
175
-112
| -39% | -$3.84K | ﹤0.01% | 1745 |
|
|
2022
Q1 | $13K | Buy |
287
+1
| +0.3% | +$45 | ﹤0.01% | 1012 |
|
|
2021
Q4 | $16K | Hold |
286
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q3 | $15K | Buy |
286
+155
| +118% | +$8.13K | ﹤0.01% | 1372 |
|
|
2021
Q2 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 1468 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1888 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1456 |
|
|
2019
Q4 | – | Sell |
-400
| Closed | -$11K | – | 1512 |
|
|
2019
Q3 | $11K | Buy |
400
+369
| +1,190% | +$10.1K | ﹤0.01% | 1035 |
|
|
2019
Q2 | $1K | Sell |
31
-31
| -50% | -$1K | ﹤0.01% | 1447 |
|
|
2019
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 1427 |
|
|
2018
Q3 | $2K | Buy |
62
+18
| +41% | +$581 | ﹤0.01% | 1418 |
|
|
2018
Q2 | $1K | Sell |
44
-78
| -64% | -$1.77K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $5K | Buy |
122
+35
| +40% | +$1.43K | ﹤0.01% | 1196 |
|
|
2017
Q4 | $2K | Buy |
87
+20
| +30% | +$460 | ﹤0.01% | 1344 |
|
|
2017
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 1427 |
|
|
2016
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1399 |
|
|
2016
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1395 |
|
|
2016
Q2 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1286 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1391 |
|
|
2015
Q2 | – | Sell |
-92
| Closed | -$2K | – | 1402 |
|
|
2015
Q1 | $2K | Sell |
92
-124
| -57% | -$2.7K | ﹤0.01% | 1347 |
|
|
2014
Q4 | $4K | Hold |
216
| – | – | ﹤0.01% | 1255 |
|
|
2014
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 1322 |
|
|
2014
Q2 | $4K | Buy |
+216
| New | +$4K | ﹤0.01% | 1258 |
|