James Investment Research’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 | $469K | Hold |
6,172
| – | – | 0.06% | 224 |
|
|
2025
Q1 | $398K | Hold |
6,172
| – | – | 0.05% | 227 |
|
|
2024
Q4 | $431K | Sell |
6,172
-1
| -0% | -$70 | 0.05% | 226 |
|
|
2024
Q3 | $388K | Hold |
6,173
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $353K | Sell |
6,173
-1
| -0% | -$57 | 0.04% | 248 |
|
|
2024
Q1 | $334K | Buy |
6,174
+3
| +0% | +$162 | 0.04% | 254 |
|
|
2023
Q4 | $337K | Hold |
6,171
| – | – | 0.04% | 243 |
|
|
2023
Q3 | $234K | Hold |
6,171
| – | – | 0.03% | 252 |
|
|
2023
Q2 | $243K | Buy |
+6,171
| New | +$243K | 0.03% | 245 |
|
|
2014
Q2 | – | Sell |
-15,480
| Closed | -$332K | – | 509 |
|
|
2014
Q1 | $332K | Sell |
15,480
-96,760
| -86% | -$2.08M | 0.01% | 293 |
|
|
2013
Q4 | $2.2M | Buy |
112,240
+22,760
| +25% | +$446K | 0.07% | 183 |
|
|
2013
Q3 | $1.45M | Buy |
89,480
+7,400
| +9% | +$120K | 0.06% | 190 |
|
|
2013
Q2 | $940K | Buy |
+82,080
| New | +$940K | 0.04% | 208 |
|