Kestrel 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 | $7.55M | Sell |
99,350
-4,700
| -5% | -$357K | 4.52% | 2 |
|
|
2025
Q1 | $6.71M | Hold |
104,050
| – | – | 4.1% | 5 |
|
|
2024
Q4 | $7.27M | Hold |
104,050
| – | – | 4.01% | 6 |
|
|
2024
Q3 | $6.44M | Buy |
104,050
+5,600
| +6% | +$347K | 3.71% | 8 |
|
|
2024
Q2 | $5.63M | Hold |
98,450
| – | – | 3.73% | 8 |
|
|
2024
Q1 | $5.32M | Sell |
98,450
-800
| -0.8% | -$43.2K | 3.55% | 10 |
|
|
2023
Q4 | $5.42M | Sell |
99,250
-20,300
| -17% | -$1.11M | 3.67% | 9 |
|
|
2023
Q3 | $4.53M | Sell |
119,550
-13,100
| -10% | -$496K | 2.86% | 17 |
|
|
2023
Q2 | $5.23M | Buy |
+132,650
| New | +$5.23M | 2.89% | 15 |
|