HighTower 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 | $496K | Sell |
6,527
-251
| -4% | -$19.1K | ﹤0.01% | 2525 |
|
|
2025
Q1 | $437K | Sell |
6,778
-6,570
| -49% | -$424K | ﹤0.01% | 2563 |
|
|
2024
Q4 | $932K | Buy |
13,348
+5,380
| +68% | +$376K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $501K | Sell |
7,968
-106
| -1% | -$6.67K | ﹤0.01% | 2392 |
|
|
2024
Q2 | $458K | Sell |
8,074
-43
| -0.5% | -$2.44K | ﹤0.01% | 2384 |
|
|
2024
Q1 | $442K | Buy |
8,117
+3,967
| +96% | +$216K | ﹤0.01% | 2346 |
|
|
2023
Q4 | $229K | Buy |
+4,150
| New | +$229K | ﹤0.01% | 2900 |
|
|
2021
Q2 | – | Sell |
-31,428
| Closed | -$1.48M | – | 2910 |
|
|
2021
Q1 | $1.48M | Sell |
31,428
-8,904
| -22% | -$419K | ﹤0.01% | 1326 |
|
|
2020
Q4 | $1.52M | Buy |
+40,332
| New | +$1.52M | 0.01% | 1024 |
|