Lido 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
Q2 | $444K | Buy |
+5,842
| New | +$444K | ﹤0.01% | 1034 |
|
|
2024
Q3 | – | Sell |
-5,178
| Closed | -$296K | – | 1270 |
|
|
2024
Q2 | $296K | Sell |
5,178
-218
| -4% | -$12.5K | ﹤0.01% | 1014 |
|
|
2024
Q1 | $292K | Buy |
5,396
+518
| +11% | +$28K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $266K | Buy |
+4,878
| New | +$266K | ﹤0.01% | 978 |
|