Inspire Investing’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,223
| Closed | -$994K | – | 804 |
|
|
2024
Q4 | $994K | Buy |
14,223
+1,561
| +12% | +$109K | 0.11% | 205 |
|
|
2024
Q3 | $796K | Buy |
+12,662
| New | +$796K | 0.08% | 274 |
|
|
2021
Q1 | – | Sell |
-9,885
| Closed | -$371K | – | 608 |
|
|
2020
Q4 | $371K | Buy |
+9,885
| New | +$371K | 0.08% | 334 |
|
|
2020
Q2 | – | Sell |
-1,479
| Closed | -$27K | – | 513 |
|
|
2020
Q1 | $27K | Sell |
1,479
-5,856
| -80% | -$107K | 0.01% | 624 |
|
|
2019
Q4 | $222K | Sell |
7,335
-941
| -11% | -$28.5K | 0.08% | 241 |
|
|
2019
Q3 | $229K | Buy |
8,276
+366
| +5% | +$10.1K | 0.09% | 241 |
|
|
2019
Q2 | $216K | Buy |
7,910
+981
| +14% | +$26.8K | 0.09% | 230 |
|
|
2019
Q1 | $201K | Buy |
+6,929
| New | +$201K | 0.09% | 231 |
|
|
2018
Q1 | – | Sell |
-3,740
| Closed | -$112K | – | 248 |
|
|
2017
Q4 | $112K | Buy |
+3,740
| New | +$112K | 0.1% | 181 |
|