Hancock Whitney’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 | $1.08M | Sell |
11,208
-471
| -4% | -$42.9K | 0.02% | 424 |
|
|
2025
Q4 | $1.01M | Buy |
11,679
+168
| +1% | +$13.8K | 0.02% | 411 |
|
|
2025
Q3 | $974K | Sell |
11,511
-36
| -0.3% | -$3.14K | 0.02% | 416 |
|
|
2025
Q2 | $878K | Buy |
11,547
+101
| +0.9% | +$6.83K | 0.02% | 452 |
|
|
2025
Q1 | $738K | Buy |
11,446
+244
| +2% | +$16.6K | 0.02% | 370 |
|
|
2024
Q4 | $782K | Buy |
11,202
+271
| +2% | +$19.8K | 0.02% | 350 |
|
|
2024
Q3 | $687K | Buy |
10,931
+142
| +1% | +$9.33K | 0.02% | 378 |
|
|
2024
Q2 | $617K | Sell |
10,789
-1,672
| -13% | -$90.9K | 0.02% | 382 |
|
|
2024
Q1 | $673K | Buy |
12,461
+8,488
| +214% | +$447K | 0.02% | 371 |
|
|
2023
Q4 | $217K | Buy |
+3,973
| New | +$166K | 0.01% | 609 |
|
|
2023
Q2 | – | Sell |
-6,322
| Closed | -$233K | – | 624 |
|
|
2023
Q1 | $233K | Sell |
6,322
-900
| -12% | -$38.8K | 0.01% | 590 |
|
|
2022
Q4 | $276K | Sell |
7,222
-20
| -0.3% | -$762 | 0.01% | 548 |
|
|
2022
Q3 | $248K | Sell |
7,242
-171
| -2% | -$6.92K | 0.01% | 559 |
|
|
2022
Q2 | $266K | Sell |
7,413
-368
| -5% | -$14.1K | 0.01% | 575 |
|
|
2022
Q1 | $361K | Sell |
7,781
-771
| -9% | -$40.7K | 0.01% | 545 |
|
|
2021
Q4 | $478K | Sell |
8,552
-979
| -10% | -$54.8K | 0.02% | 488 |
|
|
2021
Q3 | $491K | Buy |
9,531
+25
| +0.3% | +$1.19K | 0.02% | 481 |
|
|
2021
Q2 | $441K | Sell |
9,506
-224
| -2% | -$10.5K | 0.01% | 589 |
|
|
2021
Q1 | $457K | Sell |
9,730
-154
| -2% | -$6.94K | 0.02% | 569 |
|
|
2020
Q4 | $371K | Sell |
9,884
-27
| -0.3% | -$854 | 0.01% | 610 |
|
|
2020
Q3 | $231K | Buy |
9,911
+362
| +4% | +$8.28K | 0.01% | 688 |
|
|
2020
Q2 | $211K | Sell |
9,549
-3,761
| -28% | -$76.5K | 0.01% | 701 |
|
|
2020
Q1 | $241K | Buy |
13,310
+3,258
| +32% | +$81.9K | 0.01% | 696 |
|
|
2019
Q4 | $304K | Sell |
10,052
-6,360
| -39% | -$186K | 0.01% | 683 |
|
|
2019
Q3 | $454K | Sell |
16,412
-2,311
| -12% | -$62.2K | 0.01% | 617 |
|
|
2019
Q2 | $510K | Buy |
18,723
+304
| +2% | +$8.95K | 0.02% | 613 |
|
|
2019
Q1 | $533K | Buy |
18,419
+3,637
| +25% | +$109K | 0.02% | 607 |
|
|
2018
Q4 | $372K | Sell |
14,782
-3,667
| -20% | -$111K | 0.01% | 674 |
|
|
2018
Q3 | $634K | Buy |
+18,449
| New | +$709K | 0.02% | 592 |
|
Other funds holding AX
VPM
VCM
DAM