KBC Group’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 | $121K | Sell |
1,592
-877
| -36% | -$66.7K | ﹤0.01% | 1090 |
|
2025
Q1 | $159K | Hold |
2,469
| – | – | ﹤0.01% | 1191 |
|
2024
Q4 | $172K | Buy |
2,469
+864
| +54% | +$60.2K | ﹤0.01% | 1213 |
|
2024
Q3 | $101K | Hold |
1,605
| – | – | ﹤0.01% | 1278 |
|
2024
Q2 | $92K | Buy |
1,605
+348
| +28% | +$19.9K | ﹤0.01% | 1219 |
|
2024
Q1 | $68K | Sell |
1,257
-308
| -20% | -$16.7K | ﹤0.01% | 1349 |
|
2023
Q4 | $85K | Hold |
1,565
| – | – | ﹤0.01% | 1148 |
|
2023
Q3 | $59K | Sell |
1,565
-2,340
| -60% | -$88.2K | ﹤0.01% | 1313 |
|
2023
Q2 | $154K | Sell |
3,905
-480
| -11% | -$18.9K | ﹤0.01% | 1024 |
|
2023
Q1 | $162K | Sell |
4,385
-413
| -9% | -$15.3K | ﹤0.01% | 1047 |
|
2022
Q4 | $183K | Hold |
4,798
| – | – | ﹤0.01% | 999 |
|
2022
Q3 | $164K | Hold |
4,798
| – | – | ﹤0.01% | 1024 |
|
2022
Q2 | $172K | Buy |
+4,798
| New | +$172K | ﹤0.01% | 1029 |
|
2021
Q3 | – | Sell |
-10,592
| Closed | -$492K | – | 1293 |
|
2021
Q2 | $492K | Hold |
10,592
| – | – | ﹤0.01% | 1057 |
|
2021
Q1 | $498K | Buy |
10,592
+8,052
| +317% | +$379K | ﹤0.01% | 1050 |
|
2020
Q4 | $525K | Buy |
+2,540
| New | +$525K | ﹤0.01% | 1206 |
|
2018
Q1 | – | Sell |
-39,302
| Closed | -$1.18M | – | 1281 |
|
2017
Q4 | $1.18M | Hold |
39,302
| – | – | 0.01% | 752 |
|
2017
Q3 | $1.12M | Sell |
39,302
-39,865
| -50% | -$1.14M | 0.01% | 779 |
|
2017
Q2 | $1.88M | Hold |
79,167
| – | – | 0.02% | 602 |
|
2017
Q1 | $2.07M | Sell |
79,167
-11,573
| -13% | -$302K | 0.02% | 634 |
|
2016
Q4 | $2.59M | Buy |
90,740
+49,999
| +123% | +$1.43M | 0.03% | 562 |
|
2016
Q3 | $913K | Hold |
40,741
| – | – | 0.01% | 800 |
|
2016
Q2 | $722K | Sell |
40,741
-9,555
| -19% | -$169K | 0.01% | 780 |
|
2016
Q1 | $1.07M | Sell |
50,296
-11,072
| -18% | -$236K | 0.02% | 634 |
|
2015
Q4 | $1.29M | Buy |
+61,368
| New | +$1.29M | 0.02% | 566 |
|