Kestra Investment 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
$17.9K Hold
277
﹤0.01% 650
2025
Q1
$17.9K Sell
277
-471
-63% -$30.4K ﹤0.01% 565
2024
Q4
$52.2K Buy
+748
New +$52.2K ﹤0.01% 521