LPL Financial’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
Q3 | $2.44M | Sell |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $917K | Sell |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $777K | Sell |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $968K | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $963K | Buy |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $976K | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $758K | Buy |
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|
2016
Q2 | $407K | Sell |
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|
2016
Q1 | $921K | Buy |
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|
2015
Q4 | $704K | Buy |
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|
2015
Q3 | $737K | Buy |
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|
2015
Q2 | $462K | Sell |
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|
2015
Q1 | $385K | Buy |
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|
2014
Q4 | $302K | Sell |
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|
2014
Q3 | $298K | Buy |
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|
2014
Q2 | $249K | Buy |
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|
2014
Q1 | $201K | Sell |
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|
2013
Q4 | $394K | Buy |
|