Guggenheim Capital’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 | $447K | Buy |
5,876
+468
| +9% | +$35.6K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $349K | Buy |
5,408
+1,709
| +46% | +$110K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $258K | Sell |
3,699
-61,547
| -94% | -$4.3M | ﹤0.01% | 1501 |
|
|
2024
Q3 | $4.1M | Buy |
65,246
+596
| +0.9% | +$37.5K | 0.03% | 592 |
|
|
2024
Q2 | $3.69M | Sell |
64,650
-636
| -1% | -$36.3K | 0.03% | 616 |
|
|
2024
Q1 | $3.53M | Sell |
65,286
-7,326
| -10% | -$396K | 0.02% | 675 |
|
|
2023
Q4 | $3.96M | Buy |
+72,612
| New | +$3.96M | 0.03% | 599 |
|
|
2022
Q3 | – | Sell |
-7,496
| Closed | -$269K | – | 1910 |
|
|
2022
Q2 | $269K | Buy |
7,496
+3,151
| +73% | +$113K | ﹤0.01% | 1823 |
|
|
2022
Q1 | $201K | Buy |
4,345
+509
| +13% | +$23.5K | ﹤0.01% | 2049 |
|
|
2021
Q4 | $214K | Sell |
3,836
-2,125
| -36% | -$119K | ﹤0.01% | 2009 |
|
|
2021
Q3 | $307K | Sell |
5,961
-3,413
| -36% | -$176K | ﹤0.01% | 1904 |
|
|
2021
Q2 | $435K | Sell |
9,374
-441
| -4% | -$20.5K | ﹤0.01% | 1885 |
|
|
2021
Q1 | $461K | Sell |
9,815
-7,918
| -45% | -$372K | ﹤0.01% | 1751 |
|
|
2020
Q4 | $666K | Buy |
+17,733
| New | +$666K | ﹤0.01% | 1512 |
|
|
2018
Q4 | – | Sell |
-20,226
| Closed | -$695K | – | 2174 |
|
|
2018
Q3 | $695K | Buy |
20,226
+4,189
| +26% | +$144K | ﹤0.01% | 1804 |
|
|
2018
Q2 | $657K | Sell |
16,037
-79,269
| -83% | -$3.25M | ﹤0.01% | 1798 |
|
|
2018
Q1 | $3.86M | Sell |
95,306
-15,327
| -14% | -$621K | 0.01% | 1165 |
|
|
2017
Q4 | $3.31M | Sell |
110,633
-11,221
| -9% | -$336K | 0.01% | 1282 |
|
|
2017
Q3 | $3.47M | Sell |
121,854
-1,409
| -1% | -$40.1K | 0.01% | 1283 |
|
|
2017
Q2 | $2.92M | Buy |
123,263
+2,799
| +2% | +$66.4K | 0.01% | 1340 |
|
|
2017
Q1 | $3.15M | Sell |
120,464
-8,137
| -6% | -$213K | 0.01% | 1314 |
|
|
2016
Q4 | $3.67M | Sell |
128,601
-17,025
| -12% | -$486K | 0.01% | 1206 |
|
|
2016
Q3 | $3.26M | Sell |
145,626
-72,586
| -33% | -$1.63M | 0.01% | 1278 |
|
|
2016
Q2 | $3.86M | Buy |
218,212
+17,735
| +9% | +$314K | 0.01% | 1128 |
|
|
2016
Q1 | $4.28M | Sell |
200,477
-50,462
| -20% | -$1.08M | 0.01% | 1081 |
|
|
2015
Q4 | $5.28M | Buy |
250,939
+118,615
| +90% | +$2.5M | 0.02% | 987 |
|
|
2015
Q3 | $4.26M | Buy |
132,324
+49,608
| +60% | +$1.6M | 0.01% | 1129 |
|
|
2015
Q2 | $2.19M | Buy |
82,716
+21,360
| +35% | +$564K | 0.01% | 1694 |
|
|
2015
Q1 | $1.43M | Buy |
61,356
+13,188
| +27% | +$307K | ﹤0.01% | 2037 |
|
|
2014
Q4 | $937K | Sell |
48,168
-3,360
| -7% | -$65.4K | ﹤0.01% | 2246 |
|
|
2014
Q3 | $937K | Sell |
51,528
-5,648
| -10% | -$103K | ﹤0.01% | 2235 |
|
|
2014
Q2 | $1.05M | Sell |
57,176
-7,092
| -11% | -$130K | ﹤0.01% | 2203 |
|
|
2014
Q1 | $1.38M | Sell |
64,268
-31,348
| -33% | -$672K | ﹤0.01% | 2009 |
|
|
2013
Q4 | $1.88M | Sell |
95,616
-3,552
| -4% | -$69.7K | 0.01% | 1805 |
|
|
2013
Q3 | $1.61M | Buy |
99,168
+80,676
| +436% | +$1.31M | 0.01% | 1729 |
|
|
2013
Q2 | $212K | Buy |
+18,492
| New | +$212K | ﹤0.01% | 2648 |
|