Jupiter Asset Management’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 | $616K | Hold |
8,104
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $523K | Buy |
+8,104
| New | +$523K | 0.01% | 390 |
|
|
2018
Q4 | – | Sell |
-92,820
| Closed | -$3.19M | – | 227 |
|
|
2018
Q3 | $3.19M | Sell |
92,820
-193,884
| -68% | -$6.67M | 0.09% | 195 |
|
|
2018
Q2 | $11.7M | Buy |
286,704
+248,934
| +659% | +$10.2M | 0.34% | 84 |
|
|
2018
Q1 | $1.53M | Buy |
+37,770
| New | +$1.53M | 0.05% | 210 |
|
|
2016
Q1 | – | Sell |
-43,000
| Closed | -$905K | – | 210 |
|
|
2015
Q4 | $905K | Sell |
43,000
-33,000
| -43% | -$695K | 0.03% | 190 |
|
|
2015
Q3 | $2.45M | Buy |
+76,000
| New | +$2.45M | 0.1% | 177 |
|
|
2014
Q2 | – | Sell |
-60,000
| Closed | -$1.29M | – | 244 |
|
|
2014
Q1 | $1.29M | Sell |
60,000
-26,836
| -31% | -$575K | 0.04% | 213 |
|
|
2013
Q4 | $1.7M | Sell |
86,836
-1,724
| -2% | -$33.8K | 0.07% | 169 |
|
|
2013
Q3 | $1.44M | Sell |
88,560
-11,620
| -12% | -$188K | 0.06% | 160 |
|
|
2013
Q2 | $1.15M | Buy |
+100,180
| New | +$1.15M | 0.05% | 175 |
|