Global Retirement Partners’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 | $18.6K | Buy |
+245
| New | +$18.6K | ﹤0.01% | 2329 |
|
|
2024
Q4 | $17.1K | Hold |
245
| – | – | ﹤0.01% | 2173 |
|
|
2024
Q3 | $15.4K | Buy |
245
+5
| +2% | +$314 | ﹤0.01% | 2118 |
|
|
2024
Q2 | $13.7K | Sell |
240
-25
| -9% | -$1.43K | ﹤0.01% | 2170 |
|
|
2024
Q1 | $14.3K | Hold |
265
| – | – | ﹤0.01% | 1957 |
|
|
2023
Q4 | $13.7K | Hold |
265
| – | – | ﹤0.01% | 1932 |
|
|
2023
Q3 | $9.74K | Hold |
265
| – | – | ﹤0.01% | 1968 |
|
|
2023
Q2 | $10.5K | Hold |
265
| – | – | ﹤0.01% | 1944 |
|
|
2023
Q1 | $10.1K | Sell |
265
-8
| -3% | -$306 | ﹤0.01% | 1921 |
|
|
2022
Q4 | $10.4K | Hold |
273
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q3 | $11K | Buy |
273
+6
| +2% | +$242 | ﹤0.01% | 1637 |
|
|
2022
Q2 | $10K | Buy |
267
+8
| +3% | +$300 | ﹤0.01% | 1609 |
|
|
2022
Q1 | $9K | Buy |
+259
| New | +$9K | ﹤0.01% | 1646 |
|
|
2021
Q2 | – | Sell |
-130
| Closed | -$6K | – | 1862 |
|
|
2021
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1424 |
|