HighTower Advisors
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HighTower Advisors’s Axos Financial AX Stock Holding History

HighTower Advisors’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$496K Sell
2025
Q1 		$437K Sell
2024
Q4 		$932K Buy
2024
Q3 		$501K Sell
2024
Q2 		$458K Sell
2024
Q1 		$442K Buy
2023
Q4 		$229K Buy
2021
Q2 		– Sell
2021
Q1 		$1.48M Sell
2020
Q4 		$1.51M Buy