Gradient Investments’s Axos Financial AX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$909	–	1838
2023 Q3	$909	Hold	24	–	–	﹤0.01%	1406
2023 Q2	$947	Hold	24	–	–	﹤0.01%	1378
2023 Q1	$886	Hold	24	–	–	﹤0.01%	1220
2022 Q4	$917	Hold	24	–	–	﹤0.01%	1210
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1194
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1104
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1080
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	1115
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1051
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1043
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1054
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1015
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1020
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	947
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1093
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	988
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	970
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	924
2019 Q1	$1K	Buy	+24	New	+$1K	﹤0.01%	776