Jones Financial Companies’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 | $657K | Buy |
8,544
+920
| +12% | +$70.7K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $484K | Sell |
7,624
-368
| -5% | -$23.4K | ﹤0.01% | 1138 |
|
|
2024
Q4 | $558K | Sell |
7,992
-241
| -3% | -$16.8K | ﹤0.01% | 952 |
|
|
2024
Q3 | $513K | Buy |
8,233
+138
| +2% | +$8.6K | ﹤0.01% | 811 |
|
|
2024
Q2 | $463K | Buy |
8,095
+1,515
| +23% | +$86.6K | ﹤0.01% | 582 |
|
|
2024
Q1 | $356K | Buy |
6,580
+4,161
| +172% | +$225K | ﹤0.01% | 369 |
|
|
2023
Q4 | $132K | Buy |
+2,419
| New | +$132K | ﹤0.01% | 375 |
|