Essential Partners LLC’s Axos Financial AX Stock Holding History

Essential Partners LLC’s Portfolio AX Stock Details AX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83K	Hold
2025 Q4	$84K	Sell
2025 Q3	$83.5K	Buy
2025 Q2	$73.5K	Buy