James Investment Research’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $398K | Hold |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $388K | Hold |
|
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $332K | Sell |
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|
2013
Q4 | $2.2M | Buy |
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|
2013
Q3 | $1.45M | Buy |
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|
2013
Q2 | $940K | Buy |
|