HRT Financial’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 | $4.13M | Buy |
54,359
+12,408
| +30% | +$943K | 0.02% | 496 |
|
2025
Q1 | $2.71M | Sell |
41,951
-6,467
| -13% | -$417K | 0.02% | 568 |
|
2024
Q4 | $3.38M | Buy |
+48,418
| New | +$3.38M | 0.02% | 453 |
|
2024
Q3 | – | Sell |
-57,353
| Closed | -$3.28M | – | 2226 |
|
2024
Q2 | $3.28M | Buy |
+57,353
| New | +$3.28M | 0.02% | 513 |
|
2024
Q1 | – | Sell |
-14,271
| Closed | -$779K | – | 2180 |
|
2023
Q4 | $779K | Sell |
14,271
-62,729
| -81% | -$3.42M | 0.01% | 1028 |
|
2023
Q3 | $2.92M | Buy |
77,000
+44,371
| +136% | +$1.68M | 0.03% | 433 |
|
2023
Q2 | $1.29M | Buy |
+32,629
| New | +$1.29M | 0.01% | 742 |
|
2022
Q4 | – | Sell |
-13,118
| Closed | -$449K | – | 2265 |
|
2022
Q3 | $449K | Buy |
+13,118
| New | +$449K | ﹤0.01% | 1611 |
|
2021
Q4 | – | Sell |
-6,376
| Closed | -$328K | – | 2879 |
|
2021
Q3 | $328K | Sell |
6,376
-10,526
| -62% | -$541K | ﹤0.01% | 2116 |
|
2021
Q2 | $784K | Buy |
16,902
+10,727
| +174% | +$498K | 0.01% | 1241 |
|
2021
Q1 | $290K | Buy |
+6,175
| New | +$290K | ﹤0.01% | 1903 |
|
2020
Q4 | – | Sell |
-20,525
| Closed | -$478K | – | 1770 |
|
2020
Q3 | $478K | Sell |
20,525
-1,390
| -6% | -$32.4K | 0.01% | 827 |
|
2020
Q2 | $483K | Buy |
+21,915
| New | +$483K | 0.01% | 699 |
|
2019
Q4 | – | Sell |
-8,419
| Closed | -$232K | – | 1092 |
|
2019
Q3 | $232K | Buy |
+8,419
| New | +$232K | 0.01% | 969 |
|