Lazard Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-16,282
| Closed | -$1.38M | – | 1894 |
|
|
2025
Q3 | $1.38M | Sell |
16,282
-20,490
| -56% | -$1.79M | ﹤0.01% | 1021 |
|
|
2025
Q2 | $2.79M | Sell |
36,772
-5,675
| -13% | -$384K | ﹤0.01% | 897 |
|
|
2025
Q1 | $2.74M | Buy |
42,447
+14,484
| +52% | +$982K | ﹤0.01% | 867 |
|
|
2024
Q4 | $1.95M | Sell |
27,963
-113,704
| -80% | -$8.3M | ﹤0.01% | 888 |
|
|
2024
Q3 | $8.91M | Sell |
141,667
-155,953
| -52% | -$10.3M | 0.01% | 484 |
|
|
2024
Q2 | $17M | Buy |
297,620
+37,520
| +14% | +$2.04M | 0.02% | 411 |
|
|
2024
Q1 | $14.1M | Buy |
260,100
+14,953
| +6% | +$787K | 0.02% | 452 |
|
|
2023
Q4 | $13.4M | Buy |
245,147
+132,574
| +118% | +$5.53M | 0.02% | 487 |
|
|
2023
Q3 | $4.26M | Buy |
112,573
+63,851
| +131% | +$2.7M | 0.01% | 732 |
|
|
2023
Q2 | $1.92M | Buy |
48,722
+29,699
| +156% | +$1.15M | ﹤0.01% | 896 |
|
|
2023
Q1 | $702K | Buy |
19,023
+18,276
| +2,447% | +$788K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $28K | Buy |
747
+9
| +1% | +$343 | ﹤0.01% | 2049 |
|
|
2022
Q3 | $25K | Hold |
738
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q2 | $26K | Buy |
+738
| New | +$28.4K | ﹤0.01% | 2050 |
|
|
2021
Q2 | – | Sell |
-1,189
| Closed | -$55K | – | 1959 |
|
|
2021
Q1 | $55K | Hold |
1,189
| – | – | ﹤0.01% | 1392 |
|
|
2020
Q4 | $44K | Buy |
+1,189
| New | +$37.6K | ﹤0.01% | 1423 |
|
|
2020
Q3 | – | Sell |
-1,452
| Closed | -$32K | – | 1607 |
|
|
2020
Q2 | $32K | Buy |
+1,452
| New | +$29.5K | ﹤0.01% | 1343 |
|
|
2015
Q4 | – | Sell |
-4,040
| Closed | -$130K | – | 1099 |
|
|
2015
Q3 | $130K | Buy |
4,040
+400
| +11% | +$12K | ﹤0.01% | 839 |
|
|
2015
Q2 | $96K | Buy |
3,640
+360
| +11% | +$8.56K | ﹤0.01% | 922 |
|
|
2015
Q1 | $76K | Buy |
+3,280
| New | +$72.1K | ﹤0.01% | 944 |
|
Other funds holding AX
DAM
