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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $335K | Sell |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $3.96M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $666K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $695K | Buy |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $3.86M | Sell |
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|
2017
Q4 | $3.31M | Sell |
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|
2017
Q3 | $3.47M | Sell |
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|
2017
Q2 | $2.92M | Buy |
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|
2017
Q1 | $3.15M | Sell |
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|
2016
Q4 | $3.67M | Sell |
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|
2016
Q3 | $3.26M | Sell |
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|
2016
Q2 | $3.86M | Buy |
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|
2016
Q1 | $4.28M | Sell |
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|
2015
Q4 | $5.28M | Buy |
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|
2015
Q3 | $4.26M | Buy |
|
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|
2015
Q2 | $2.19M | Buy |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $937K | Sell |
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|
2014
Q3 | $937K | Sell |
|
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|
2014
Q2 | $1.05M | Sell |
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|
2014
Q1 | $1.38M | Sell |
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|
2013
Q4 | $1.88M | Sell |
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|
2013
Q3 | $1.61M | Buy |
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|
2013
Q2 | $212K | Buy |
|