LGT Financial Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-204
| Closed | -$14.2K | – | 341 |
|
|
2024
Q4 | $14.2K | Hold |
204
| – | – | 0.03% | 380 |
|
|
2024
Q3 | $12.8K | Hold |
204
| – | – | 0.03% | 368 |
|
|
2024
Q2 | $11.7K | Hold |
204
| – | – | 0.02% | 434 |
|
|
2024
Q1 | $11K | Hold |
204
| – | – | 0.01% | 479 |
|
|
2023
Q4 | $11.1K | Hold |
204
| – | – | 0.01% | 465 |
|
|
2023
Q3 | $7.72K | Buy |
+204
| New | +$7.72K | 0.01% | 528 |
|