IFP Advisors’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 | $43.1K | Hold |
507
| – | – | ﹤0.01% | 2333 |
|
|
2025
Q4 | $43.7K | Buy |
507
+8
| +2% | +$659 | ﹤0.01% | 2264 |
|
|
2025
Q3 | $42.2K | Buy |
499
+6
| +1% | +$523 | ﹤0.01% | 2165 |
|
|
2025
Q2 | $37.5K | Buy |
493
+386
| +361% | +$26.1K | ﹤0.01% | 2196 |
|
|
2025
Q1 | $6.9K | Sell |
107
-100
| -48% | -$6.78K | ﹤0.01% | 2708 |
|
|
2024
Q4 | $14.5K | Buy |
207
+111
| +116% | +$8.1K | ﹤0.01% | 2391 |
|
|
2024
Q3 | $6.04K | Hold |
96
| – | – | ﹤0.01% | 2605 |
|
|
2024
Q2 | $5.49K | Hold |
96
| – | – | ﹤0.01% | 2534 |
|
|
2024
Q1 | $5.19K | Hold |
96
| – | – | ﹤0.01% | 2444 |
|
|
2023
Q4 | $5.24K | Hold |
96
| – | – | ﹤0.01% | 2408 |
|
|
2023
Q3 | $3.63K | Hold |
96
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q2 | $3.79K | Hold |
96
| – | – | ﹤0.01% | 2639 |
|
|
2023
Q1 | $3.4K | Sell |
96
-2,624
| -96% | -$113K | ﹤0.01% | 2715 |
|
|
2022
Q4 | $114K | Buy |
2,720
+265
| +11% | +$10.1K | ﹤0.01% | 1673 |
|
|
2022
Q3 | $106K | Buy |
2,455
+688
| +39% | +$27.8K | ﹤0.01% | 1817 |
|
|
2022
Q2 | $79K | Hold |
1,767
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q1 | $79K | Buy |
1,767
+817
| +86% | +$43.2K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $46K | Sell |
950
-14
| -1% | -$783 | ﹤0.01% | 1580 |
|
|
2021
Q3 | $44K | Buy |
964
+365
| +61% | +$17.3K | ﹤0.01% | 1629 |
|
|
2021
Q2 | $23K | Buy |
599
+66
| +12% | +$3.08K | ﹤0.01% | 1860 |
|
|
2021
Q1 | $20K | Hold |
533
| – | – | ﹤0.01% | 1846 |
|
|
2020
Q4 | $19K | Buy |
533
+96
| +22% | +$3.04K | ﹤0.01% | 1818 |
|
|
2020
Q3 | $15K | Hold |
437
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q2 | $15K | Hold |
437
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q1 | $15K | Buy |
437
+386
| +757% | +$9.7K | ﹤0.01% | 1590 |
|
|
2019
Q4 | $2K | Buy |
+51
| New | +$1.49K | ﹤0.01% | 2478 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3107 |
|
|
2019
Q1 | – | Sell |
-434
| Closed | -$11K | – | 2430 |
|
|
2018
Q4 | $11K | Sell |
434
-53
| -11% | -$1.6K | ﹤0.01% | 2439 |
|
|
2018
Q3 | $17K | Buy |
487
+350
| +255% | +$13.4K | ﹤0.01% | 2534 |
|
|
2018
Q2 | $6K | Buy |
137
+50
| +57% | +$2.08K | ﹤0.01% | 3141 |
|
|
2018
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 3346 |
|
|
2017
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 3396 |
|
|
2017
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 3719 |
|
|
2017
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 3699 |
|
|
2017
Q1 | $2K | Sell |
87
-1,254
| -94% | -$36.2K | ﹤0.01% | 3620 |
|
|
2016
Q4 | $38K | Buy |
1,341
+750
| +127% | +$17.9K | ﹤0.01% | 2034 |
|
|
2016
Q3 | $13K | Buy |
591
+87
| +17% | +$1.69K | ﹤0.01% | 2657 |
|
|
2016
Q2 | $9K | Buy |
+504
| New | +$9.46K | ﹤0.01% | 2783 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 2428 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$94 | ﹤0.01% | 3714 |
|
Other funds holding AX
VPM
VCM
DAM
