Lord, Abbett & Co’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 | $7.35M | Sell |
96,620
-32,713
| -25% | -$2.49M | 0.02% | 425 |
|
|
2025
Q1 | $8.35M | Buy |
129,333
+13,127
| +11% | +$847K | 0.03% | 400 |
|
|
2024
Q4 | $8.12M | Sell |
116,206
-18,182
| -14% | -$1.27M | 0.03% | 412 |
|
|
2024
Q3 | $8.45M | Sell |
134,388
-23,152
| -15% | -$1.46M | 0.03% | 416 |
|
|
2024
Q2 | $9M | Sell |
157,540
-6,046
| -4% | -$346K | 0.03% | 401 |
|
|
2024
Q1 | $8.84M | Sell |
163,586
-24,767
| -13% | -$1.34M | 0.03% | 415 |
|
|
2023
Q4 | $10.3M | Sell |
188,353
-2,177
| -1% | -$119K | 0.04% | 386 |
|
|
2023
Q3 | $7.21M | Buy |
190,530
+66,500
| +54% | +$2.52M | 0.03% | 417 |
|
|
2023
Q2 | $4.89M | Buy |
+124,030
| New | +$4.89M | 0.02% | 482 |
|
|
2022
Q2 | – | Sell |
-149,606
| Closed | -$6.94M | – | 564 |
|
|
2022
Q1 | $6.94M | Sell |
149,606
-197,054
| -57% | -$9.14M | 0.02% | 519 |
|
|
2021
Q4 | $19.4M | Buy |
346,660
+2,100
| +0.6% | +$117K | 0.04% | 398 |
|
|
2021
Q3 | $17.8M | Sell |
344,560
-20,400
| -6% | -$1.05M | 0.04% | 431 |
|
|
2021
Q2 | $16.9M | Buy |
364,960
+23,300
| +7% | +$1.08M | 0.04% | 442 |
|
|
2021
Q1 | $16.1M | Buy |
+341,660
| New | +$16.1M | 0.04% | 442 |
|
|
2015
Q4 | – | Sell |
-667,476
| Closed | -$21.5M | – | 882 |
|
|
2015
Q3 | $21.5M | Buy |
+667,476
| New | +$21.5M | 0.06% | 402 |
|