Guggenheim Capital’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,020
| Closed | -$863K | – | 1617 |
|
|
2025
Q4 | $863K | Buy |
10,020
+6,065
| +153% | +$500K | 0.01% | 1016 |
|
|
2025
Q3 | $335K | Sell |
3,955
-1,921
| -33% | -$167K | ﹤0.01% | 1357 |
|
|
2025
Q2 | $447K | Buy |
5,876
+468
| +9% | +$31.6K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $349K | Buy |
5,408
+1,709
| +46% | +$116K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $258K | Sell |
3,699
-61,547
| -94% | -$4.49M | ﹤0.01% | 1503 |
|
|
2024
Q3 | $4.1M | Buy |
65,246
+596
| +0.9% | +$39.2K | 0.03% | 594 |
|
|
2024
Q2 | $3.69M | Sell |
64,650
-636
| -1% | -$34.6K | 0.03% | 618 |
|
|
2024
Q1 | $3.53M | Sell |
65,286
-7,326
| -10% | -$385K | 0.03% | 677 |
|
|
2023
Q4 | $3.96M | Buy |
+72,612
| New | +$3.03M | 0.03% | 601 |
|
|
2022
Q3 | – | Sell |
-7,496
| Closed | -$269K | – | 1912 |
|
|
2022
Q2 | $269K | Buy |
7,496
+3,151
| +73% | +$121K | ﹤0.01% | 1825 |
|
|
2022
Q1 | $201K | Buy |
4,345
+509
| +13% | +$26.9K | ﹤0.01% | 2051 |
|
|
2021
Q4 | $214K | Sell |
3,836
-2,125
| -36% | -$119K | ﹤0.01% | 2011 |
|
|
2021
Q3 | $307K | Sell |
5,961
-3,413
| -36% | -$162K | ﹤0.01% | 1906 |
|
|
2021
Q2 | $435K | Sell |
9,374
-441
| -4% | -$20.6K | ﹤0.01% | 1887 |
|
|
2021
Q1 | $461K | Sell |
9,815
-7,918
| -45% | -$357K | ﹤0.01% | 1753 |
|
|
2020
Q4 | $666K | Buy |
+17,733
| New | +$561K | ﹤0.01% | 1514 |
|
|
2018
Q4 | – | Sell |
-20,226
| Closed | -$695K | – | 2176 |
|
|
2018
Q3 | $695K | Buy |
20,226
+4,189
| +26% | +$161K | ﹤0.01% | 1806 |
|
|
2018
Q2 | $657K | Sell |
16,037
-79,269
| -83% | -$3.3M | ﹤0.01% | 1800 |
|
|
2018
Q1 | $3.86M | Sell |
95,306
-15,327
| -14% | -$559K | 0.01% | 1166 |
|
|
2017
Q4 | $3.31M | Sell |
110,633
-11,221
| -9% | -$305K | 0.01% | 1282 |
|
|
2017
Q3 | $3.47M | Sell |
121,854
-1,409
| -1% | -$36.8K | 0.01% | 1285 |
|
|
2017
Q2 | $2.92M | Buy |
123,263
+2,799
| +2% | +$66.2K | 0.01% | 1340 |
|
|
2017
Q1 | $3.15M | Sell |
120,464
-8,137
| -6% | -$235K | 0.01% | 1314 |
|
|
2016
Q4 | $3.67M | Sell |
128,601
-17,025
| -12% | -$405K | 0.01% | 1206 |
|
|
2016
Q3 | $3.26M | Sell |
145,626
-72,586
| -33% | -$1.41M | 0.01% | 1278 |
|
|
2016
Q2 | $3.86M | Buy |
218,212
+17,735
| +9% | +$333K | 0.01% | 1128 |
|
|
2016
Q1 | $4.28M | Sell |
200,477
-50,462
| -20% | -$914K | 0.01% | 1081 |
|
|
2015
Q4 | $5.28M | Buy |
250,939
+118,615
| +90% | +$2.79M | 0.02% | 987 |
|
|
2015
Q3 | $4.26M | Buy |
132,324
+49,608
| +60% | +$1.48M | 0.01% | 1130 |
|
|
2015
Q2 | $2.19M | Buy |
82,716
+21,360
| +35% | +$508K | 0.01% | 1696 |
|
|
2015
Q1 | $1.43M | Buy |
61,356
+13,188
| +27% | +$290K | ﹤0.01% | 2041 |
|
|
2014
Q4 | $937K | Sell |
48,168
-3,360
| -7% | -$63K | ﹤0.01% | 2248 |
|
|
2014
Q3 | $937K | Sell |
51,528
-5,648
| -10% | -$107K | ﹤0.01% | 2267 |
|
|
2014
Q2 | $1.05M | Sell |
57,176
-7,092
| -11% | -$140K | ﹤0.01% | 2237 |
|
|
2014
Q1 | $1.38M | Sell |
64,268
-31,348
| -33% | -$674K | ﹤0.01% | 2044 |
|
|
2013
Q4 | $1.88M | Sell |
95,616
-3,552
| -4% | -$63.9K | 0.01% | 1848 |
|
|
2013
Q3 | $1.61M | Buy |
99,168
+80,676
| +436% | +$1.2M | 0.01% | 1770 |
|
|
2013
Q2 | $212K | Buy |
+18,492
| New | +$192K | ﹤0.01% | 2727 |
|
Other funds holding AX
VPM
VCM
DAM
