JFS Wealth Advisors’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 | $5.1K | Buy |
67
+3
| +5% | +$228 | ﹤0.01% | 1081 |
|
|
2025
Q1 | $4.13K | Buy |
64
+2
| +3% | +$129 | ﹤0.01% | 1197 |
|
|
2024
Q4 | $4.33K | Hold |
62
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q3 | $3.9K | Buy |
62
+2
| +3% | +$126 | ﹤0.01% | 1212 |
|
|
2024
Q2 | $3.43K | Hold |
60
| – | – | ﹤0.01% | 1219 |
|
|
2024
Q1 | $3.24K | Hold |
60
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q4 | $3.28K | Buy |
60
+12
| +25% | +$655 | ﹤0.01% | 1224 |
|
|
2023
Q3 | $1.82K | Hold |
48
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q2 | $1.89K | Sell |
48
-8
| -14% | -$316 | ﹤0.01% | 1402 |
|
|
2023
Q1 | $2.07K | Sell |
56
-4
| -7% | -$148 | ﹤0.01% | 1350 |
|
|
2022
Q4 | $2.29K | Buy |
60
+7
| +13% | +$268 | ﹤0.01% | 1322 |
|
|
2022
Q3 | $2K | Buy |
53
+8
| +18% | +$302 | ﹤0.01% | 1279 |
|
|
2022
Q2 | $2K | Buy |
45
+10
| +29% | +$444 | ﹤0.01% | 1278 |
|
|
2022
Q1 | $2K | Buy |
35
+14
| +67% | +$800 | ﹤0.01% | 1370 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1254 |
|