Loomis, Sayles & Company’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 | $27.8M | Sell |
364,970
-64,928
| -15% | -$4.94M | 0.03% | 186 |
|
|
2025
Q1 | $27.7M | Sell |
429,898
-9,836
| -2% | -$635K | 0.04% | 189 |
|
|
2024
Q4 | $30.7M | Sell |
439,734
-13,691
| -3% | -$956K | 0.04% | 193 |
|
|
2024
Q3 | $28.5M | Buy |
453,425
+39,091
| +9% | +$2.46M | 0.04% | 208 |
|
|
2024
Q2 | $23.7M | Sell |
414,334
-49,581
| -11% | -$2.83M | 0.03% | 236 |
|
|
2024
Q1 | $25.1M | Buy |
463,915
+46,774
| +11% | +$2.53M | 0.04% | 234 |
|
|
2023
Q4 | $22.8M | Sell |
417,141
-224,921
| -35% | -$12.3M | 0.03% | 237 |
|
|
2023
Q3 | $24.3M | Buy |
642,062
+56,634
| +10% | +$2.14M | 0.04% | 222 |
|
|
2023
Q2 | $23.1M | Buy |
585,428
+157,206
| +37% | +$6.2M | 0.04% | 231 |
|
|
2023
Q1 | $15.8M | Sell |
428,222
-159,399
| -27% | -$5.89M | 0.03% | 265 |
|
|
2022
Q4 | $22.5M | Buy |
587,621
+4,325
| +0.7% | +$165K | 0.05% | 209 |
|
|
2022
Q3 | $20M | Sell |
583,296
-5,647
| -1% | -$193K | 0.04% | 213 |
|
|
2022
Q2 | $21.1M | Sell |
588,943
-103,712
| -15% | -$3.72M | 0.04% | 240 |
|
|
2022
Q1 | $32.1M | Buy |
692,655
+21,943
| +3% | +$1.02M | 0.04% | 216 |
|
|
2021
Q4 | $37.5M | Buy |
670,712
+63,910
| +11% | +$3.57M | 0.05% | 218 |
|
|
2021
Q3 | $31.3M | Buy |
606,802
+175,487
| +41% | +$9.04M | 0.04% | 243 |
|
|
2021
Q2 | $20M | Buy |
431,315
+90,608
| +27% | +$4.2M | 0.02% | 302 |
|
|
2021
Q1 | $16M | Buy |
+340,707
| New | +$16M | 0.02% | 320 |
|
|
2016
Q4 | – | Sell |
-356
| Closed | -$8K | – | 1018 |
|
|
2016
Q3 | $8K | Buy |
+356
| New | +$8K | ﹤0.01% | 790 |
|