Great Lakes Advisors’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 | $787K | Buy |
10,348
+114
| +1% | +$8.67K | 0.01% | 551 |
|
|
2025
Q1 | $660K | Sell |
10,234
-226
| -2% | -$14.6K | 0.01% | 567 |
|
|
2024
Q4 | $731K | Sell |
10,460
-82
| -0.8% | -$5.73K | 0.01% | 610 |
|
|
2024
Q3 | $663K | Buy |
10,542
+66
| +0.6% | +$4.15K | 0.01% | 621 |
|
|
2024
Q2 | $599K | Buy |
10,476
+9
| +0.1% | +$514 | 0.01% | 626 |
|
|
2024
Q1 | $566K | Buy |
10,467
+136
| +1% | +$7.35K | ﹤0.01% | 603 |
|
|
2023
Q4 | $564K | Buy |
+10,331
| New | +$564K | 0.01% | 593 |
|