Gratus Capital’s Axos Financial AX Stock Holding History

Gratus Capital’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
2024 Q2	$2.77M	Hold
2024 Q1	$2.62M	Sell
2023 Q4	$2.65M	Sell
2023 Q3	$1.86M	Hold
2023 Q2	$1.93M	Sell
2023 Q1	$1.84M	Hold
2022 Q4	$1.91M	Sell
2022 Q3	$1.72M	Hold
2022 Q2	$1.8M	Sell
2022 Q1	$2.39M	Hold
2021 Q4	$2.89M	Buy
2021 Q3	$2.63M	Sell
2021 Q2	$2.45M	Sell
2021 Q1	$3.23M	Hold
2020 Q4	$2.58M	Sell
2020 Q3	$1.73M	Hold
2020 Q2	$1.64M	Sell
2020 Q1	$1.55M	Sell
2019 Q4	$2.65M	Sell
2019 Q3	$2.59M	Sell
2019 Q2	$2.62M	Sell
2019 Q1	$2.89M	Sell
2018 Q4	$2.6M	Sell
2018 Q3	$3.67M	Sell
2018 Q2	$4.39M	Sell
2018 Q1	$4.85M	Sell
2017 Q4	$3.59M	Sell
2017 Q3	$3.44M	Hold
2017 Q2	$2.86M	Hold
2017 Q1	$3.15M	Hold
2016 Q4	$3.45M	Sell
2016 Q3	$2.78M	Buy
2016 Q2	$2.14M	Buy