HSBC Holdings’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 | $897K | Buy |
11,686
+3,702
| +46% | +$284K | ﹤0.01% | 1439 |
|
|
2025
Q1 | $513K | Sell |
7,984
-109,956
| -93% | -$7.07M | ﹤0.01% | 1640 |
|
|
2024
Q4 | $8.27M | Buy |
117,940
+111,080
| +1,619% | +$7.79M | ﹤0.01% | 821 |
|
|
2024
Q3 | $434K | Sell |
6,860
-871
| -11% | -$55.2K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $438K | Buy |
7,731
+1,661
| +27% | +$94.2K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $328K | Sell |
6,070
-26,738
| -81% | -$1.44M | ﹤0.01% | 1990 |
|
|
2023
Q4 | $1.81M | Buy |
+32,808
| New | +$1.81M | ﹤0.01% | 1201 |
|
|
2023
Q1 | – | Sell |
-11,519
| Closed | -$445K | – | 2228 |
|
|
2022
Q4 | $445K | Buy |
+11,519
| New | +$445K | ﹤0.01% | 1897 |
|
|
2022
Q2 | – | Sell |
-35,208
| Closed | -$1.63M | – | 2782 |
|
|
2022
Q1 | $1.63M | Buy |
35,208
+25,626
| +267% | +$1.18M | ﹤0.01% | 1425 |
|
|
2021
Q4 | $533K | Buy |
9,582
+2,875
| +43% | +$160K | ﹤0.01% | 1981 |
|
|
2021
Q3 | $349K | Sell |
6,707
-614
| -8% | -$32K | ﹤0.01% | 2008 |
|
|
2021
Q2 | $341K | Buy |
+7,321
| New | +$341K | ﹤0.01% | 2017 |
|
|
2021
Q1 | – | Sell |
-7,793
| Closed | -$294K | – | 2329 |
|
|
2020
Q4 | $294K | Buy |
+7,793
| New | +$294K | ﹤0.01% | 2150 |
|
|
2017
Q1 | – | Sell |
-10,332
| Closed | -$295K | – | 1719 |
|
|
2016
Q4 | $295K | Buy |
+10,332
| New | +$295K | ﹤0.01% | 1817 |
|