Kennedy Capital Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Sell |
231,387
-77,548
| -25% | -$7.07M | 0.42% | 65 |
|
|
2025
Q4 | $26.6M | Buy |
308,935
+33,854
| +12% | +$2.79M | 0.56% | 23 |
|
|
2025
Q3 | $23.3M | Buy |
275,081
+26,119
| +10% | +$2.28M | 0.51% | 29 |
|
|
2025
Q2 | $18.9M | Buy |
248,962
+53,927
| +28% | +$3.64M | 0.45% | 48 |
|
|
2025
Q1 | $12.6M | Buy |
195,035
+128,652
| +194% | +$8.73M | 0.3% | 102 |
|
|
2024
Q4 | $4.64M | Buy |
66,383
+6,292
| +10% | +$459K | 0.1% | 340 |
|
|
2024
Q3 | $3.78M | Sell |
60,091
-9,483
| -14% | -$623K | 0.08% | 373 |
|
|
2024
Q2 | $3.98M | Sell |
69,574
-5,055
| -7% | -$275K | 0.09% | 372 |
|
|
2024
Q1 | $4.03M | Sell |
74,629
-36,851
| -33% | -$1.94M | 0.08% | 371 |
|
|
2023
Q4 | $6.09M | Sell |
111,480
-6,147
| -5% | -$257K | 0.13% | 270 |
|
|
2023
Q3 | $4.45M | Buy |
117,627
+4,032
| +4% | +$171K | 0.11% | 307 |
|
|
2023
Q2 | $4.48M | Buy |
113,595
+36,744
| +48% | +$1.42M | 0.1% | 315 |
|
|
2023
Q1 | $2.84M | Buy |
76,851
+1,444
| +2% | +$62.3K | 0.08% | 358 |
|
|
2022
Q4 | $2.88M | Sell |
75,407
-148
| -0.2% | -$5.64K | 0.08% | 372 |
|
|
2022
Q3 | $2.59M | Buy |
75,555
+138
| +0.2% | +$5.58K | 0.08% | 378 |
|
|
2022
Q2 | $2.7M | Buy |
75,417
+3,720
| +5% | +$143K | 0.08% | 382 |
|
|
2022
Q1 | $3.33M | Sell |
71,697
-716
| -1% | -$37.8K | 0.08% | 381 |
|
|
2021
Q4 | $4.05M | Sell |
72,413
-2,540
| -3% | -$142K | 0.09% | 384 |
|
|
2021
Q3 | $3.86M | Buy |
74,953
+912
| +1% | +$43.3K | 0.09% | 389 |
|
|
2021
Q2 | $3.44M | Sell |
74,041
-3,251
| -4% | -$152K | 0.07% | 427 |
|
|
2021
Q1 | $3.63M | Sell |
77,292
-7,358
| -9% | -$331K | 0.07% | 435 |
|
|
2020
Q4 | $3.18M | Sell |
84,650
-151,878
| -64% | -$4.8M | 0.07% | 437 |
|
|
2020
Q3 | $5.51M | Sell |
236,528
-62
| -0% | -$1.42K | 0.16% | 236 |
|
|
2020
Q2 | $5.22M | Sell |
236,590
-38,979
| -14% | -$793K | 0.15% | 255 |
|
|
2020
Q1 | $5M | Buy |
275,569
+18,043
| +7% | +$453K | 0.18% | 191 |
|
|
2019
Q4 | $7.8M | Buy |
257,526
+13,920
| +6% | +$407K | 0.19% | 178 |
|
|
2019
Q3 | $6.74M | Sell |
243,606
-12,135
| -5% | -$327K | 0.17% | 211 |
|
|
2019
Q2 | $6.97M | Sell |
255,741
-26,950
| -10% | -$793K | 0.17% | 226 |
|
|
2019
Q1 | $8.19M | Buy |
282,691
+6,868
| +2% | +$206K | 0.19% | 188 |
|
|
2018
Q4 | $6.95M | Buy |
275,823
+102,705
| +59% | +$3.1M | 0.17% | 214 |
|
|
2018
Q3 | $5.95M | Buy |
+173,118
| New | +$6.65M | 0.11% | 345 |
|
|
2018
Q2 | – | Sell |
-125,356
| Closed | -$5.08M | – | 735 |
|
|
2018
Q1 | $5.08M | Sell |
125,356
-74,446
| -37% | -$2.71M | 0.1% | 396 |
|
|
2017
Q4 | $5.97M | Buy |
199,802
+28,141
| +16% | +$765K | 0.11% | 360 |
|
|
2017
Q3 | $4.89M | Sell |
171,661
-400,366
| -70% | -$10.5M | 0.09% | 430 |
|
|
2017
Q2 | $13.6M | Sell |
572,027
-205,624
| -26% | -$4.86M | 0.26% | 104 |
|
|
2017
Q1 | $20.3M | Sell |
777,651
-48,723
| -6% | -$1.41M | 0.36% | 56 |
|
|
2016
Q4 | $23.6M | Sell |
826,374
-136,867
| -14% | -$3.26M | 0.41% | 39 |
|
|
2016
Q3 | $21.6M | Buy |
963,241
+712,098
| +284% | +$13.8M | 0.41% | 36 |
|
|
2016
Q2 | $4.45M | Buy |
251,143
+102,000
| +68% | +$1.91M | 0.09% | 381 |
|
|
2016
Q1 | $3.18M | Buy |
149,143
+49,143
| +49% | +$890K | 0.06% | 485 |
|
|
2015
Q4 | $2.1M | Buy |
+100,000
| New | +$2.35M | 0.04% | 563 |
|
Other funds holding AX
VPM
VCM
DAM
