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Global Financial Private Client’s Axos Financial AX Stock Holding History

Global Financial Private Client’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$516 – 344
2025
Q1 		$516 Buy
8
+5
+167% +$323 ﹤0.01% 1266
2024
Q4 		$210 Buy
+3
New +$210 ﹤0.01% 1247