Invesco’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 | $46.5M | Buy |
546,306
+345,357
| +172% | +$31.5M | 0.01% | 1098 |
|
|
2025
Q4 | $17.3M | Sell |
200,949
-41,232
| -17% | -$3.4M | ﹤0.01% | 1541 |
|
|
2025
Q3 | $20.5M | Sell |
242,181
-21,791
| -8% | -$1.9M | ﹤0.01% | 1441 |
|
|
2025
Q2 | $20.1M | Sell |
263,972
-63,266
| -19% | -$4.28M | ﹤0.01% | 1431 |
|
|
2025
Q1 | $21.1M | Sell |
327,238
-157,323
| -32% | -$10.7M | ﹤0.01% | 1411 |
|
|
2024
Q4 | $33.8M | Buy |
484,561
+31,530
| +7% | +$2.3M | 0.01% | 1218 |
|
|
2024
Q3 | $28.5M | Buy |
453,031
+162,598
| +56% | +$10.7M | 0.01% | 1299 |
|
|
2024
Q2 | $16.6M | Sell |
290,433
-6,317
| -2% | -$344K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $16M | Buy |
296,750
+19,704
| +7% | +$1.04M | ﹤0.01% | 1557 |
|
|
2023
Q4 | $15.1M | Buy |
277,046
+44,311
| +19% | +$1.85M | ﹤0.01% | 1571 |
|
|
2023
Q3 | $8.81M | Sell |
232,735
-5,977
| -3% | -$253K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $9.41M | Buy |
238,712
+87,946
| +58% | +$3.41M | ﹤0.01% | 1852 |
|
|
2023
Q1 | $5.57M | Sell |
150,766
-3,020
| -2% | -$130K | ﹤0.01% | 2168 |
|
|
2022
Q4 | $5.88M | Sell |
153,786
-18,590
| -11% | -$709K | ﹤0.01% | 2160 |
|
|
2022
Q3 | $5.9M | Sell |
172,376
-8,694
| -5% | -$352K | ﹤0.01% | 2139 |
|
|
2022
Q2 | $6.49M | Buy |
181,070
+9,166
| +5% | +$352K | ﹤0.01% | 2137 |
|
|
2022
Q1 | $7.97M | Sell |
171,904
-48,658
| -22% | -$2.57M | ﹤0.01% | 2091 |
|
|
2021
Q4 | $12.3M | Sell |
220,562
-15,364
| -7% | -$860K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $12.2M | Buy |
235,926
+40,744
| +21% | +$1.93M | ﹤0.01% | 1884 |
|
|
2021
Q2 | $9.05M | Buy |
195,182
+19,645
| +11% | +$918K | ﹤0.01% | 2116 |
|
|
2021
Q1 | $8.25M | Sell |
175,537
-428,916
| -71% | -$19.3M | ﹤0.01% | 2072 |
|
|
2020
Q4 | $22.7M | Buy |
604,453
+35,240
| +6% | +$1.11M | 0.01% | 1372 |
|
|
2020
Q3 | $13.3M | Sell |
569,213
-308,230
| -35% | -$7.05M | ﹤0.01% | 1515 |
|
|
2020
Q2 | $19.4M | Sell |
877,443
-217,573
| -20% | -$4.42M | 0.01% | 1286 |
|
|
2020
Q1 | $19.9M | Buy |
1,095,016
+20,924
| +2% | +$526K | 0.01% | 1203 |
|
|
2019
Q4 | $32.5M | Sell |
1,074,092
-18,031
| -2% | -$527K | 0.01% | 1173 |
|
|
2019
Q3 | $30.2M | Sell |
1,092,123
-10,482
| -1% | -$282K | 0.01% | 1190 |
|
|
2019
Q2 | $30M | Buy |
1,102,605
+25,626
| +2% | +$754K | 0.01% | 1229 |
|
|
2019
Q1 | $31.2M | Sell |
1,076,979
-78,442
| -7% | -$2.35M | 0.01% | 1008 |
|
|
2018
Q4 | $29.1M | Sell |
1,155,421
-141,181
| -11% | -$4.26M | 0.01% | 978 |
|
|
2018
Q3 | $44.6M | Sell |
1,296,602
-165,995
| -11% | -$6.38M | 0.01% | 899 |
|
|
2018
Q2 | $59.8M | Sell |
1,462,597
-882,031
| -38% | -$36.7M | 0.02% | 766 |
|
|
2018
Q1 | $95M | Sell |
2,344,628
-309,676
| -12% | -$11.3M | 0.04% | 497 |
|
|
2017
Q4 | $79.4M | Sell |
2,654,304
-37,895
| -1% | -$1.03M | 0.03% | 580 |
|
|
2017
Q3 | $76.6M | Buy |
2,692,199
+4,887
| +0.2% | +$128K | 0.03% | 597 |
|
|
2017
Q2 | $63.7M | Sell |
2,687,312
-28,976
| -1% | -$686K | 0.02% | 648 |
|
|
2017
Q1 | $71M | Buy |
2,716,288
+33,127
| +1% | +$957K | 0.02% | 617 |
|
|
2016
Q4 | $76.6M | Buy |
2,683,161
+242,063
| +10% | +$5.76M | 0.03% | 607 |
|
|
2016
Q3 | $54.7M | Buy |
2,441,098
+276,334
| +13% | +$5.36M | 0.02% | 719 |
|
|
2016
Q2 | $38.3M | Sell |
2,164,764
-3,518
| -0.2% | -$66K | 0.01% | 873 |
|
|
2016
Q1 | $46.3M | Buy |
2,168,282
+1,788,839
| +471% | +$32.4M | 0.02% | 786 |
|
|
2015
Q4 | $7.99M | Buy |
379,443
+7,635
| +2% | +$180K | ﹤0.01% | 1582 |
|
|
2015
Q3 | $12M | Buy |
371,808
+24,372
| +7% | +$728K | 0.01% | 1374 |
|
|
2015
Q2 | $9.18M | Sell |
347,436
-18,244
| -5% | -$434K | ﹤0.01% | 1591 |
|
|
2015
Q1 | $8.51M | Buy |
365,680
+316,064
| +637% | +$6.94M | ﹤0.01% | 1627 |
|
|
2014
Q4 | $965K | Buy |
49,616
+2,128
| +4% | +$39.9K | ﹤0.01% | 2989 |
|
|
2014
Q3 | $863K | Sell |
47,488
-1,212
| -2% | -$22.9K | ﹤0.01% | 3063 |
|
|
2014
Q2 | $894K | Sell |
48,700
-421,328
| -90% | -$8.29M | ﹤0.01% | 3073 |
|
|
2014
Q1 | $10.1M | Sell |
470,028
-40,888
| -8% | -$879K | ﹤0.01% | 1513 |
|
|
2013
Q4 | $10M | Buy |
510,916
+202,516
| +66% | +$3.64M | ﹤0.01% | 1536 |
|
|
2013
Q3 | $5M | Buy |
308,400
+200,528
| +186% | +$2.99M | ﹤0.01% | 1941 |
|
|
2013
Q2 | $1.24M | Buy |
+107,872
| New | +$1.12M | ﹤0.01% | 2720 |
|
Other funds holding AX
VPM
VCM
DAM
