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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.88M | Buy |
33,886
+1,827
| +6% | +$166K | ﹤0.01% | 3167 |
|
|
2025
Q4 | $2.76M | Buy |
32,059
+3,188
| +11% | +$263K | ﹤0.01% | 3092 |
|
|
2025
Q3 | $2.44M | Sell |
28,871
-1,125
| -4% | -$98K | ﹤0.01% | 3140 |
|
|
2025
Q2 | $2.28M | Buy |
29,996
+3,798
| +14% | +$257K | ﹤0.01% | 3005 |
|
|
2025
Q1 | $1.69M | Buy |
26,198
+695
| +3% | +$47.1K | ﹤0.01% | 3104 |
|
|
2024
Q4 | $1.78M | Buy |
25,503
+1,381
| +6% | +$101K | ﹤0.01% | 2966 |
|
|
2024
Q3 | $1.52M | Sell |
24,122
-2,019
| -8% | -$133K | ﹤0.01% | 2995 |
|
|
2024
Q2 | $1.49M | Sell |
26,141
-1,129
| -4% | -$61.4K | ﹤0.01% | 2874 |
|
|
2024
Q1 | $1.47M | Buy |
27,270
+175
| +0.6% | +$9.21K | ﹤0.01% | 2829 |
|
|
2023
Q4 | $1.48M | Buy |
27,095
+10,364
| +62% | +$433K | ﹤0.01% | 2690 |
|
|
2023
Q3 | $633K | Sell |
16,731
-6,523
| -28% | -$276K | ﹤0.01% | 3287 |
|
|
2023
Q2 | $917K | Sell |
23,254
-791
| -3% | -$30.7K | ﹤0.01% | 2899 |
|
|
2023
Q1 | $888K | Sell |
24,045
-9,201
| -28% | -$397K | ﹤0.01% | 2846 |
|
|
2022
Q4 | $1.27M | Buy |
33,246
+6,122
| +23% | +$233K | ﹤0.01% | 2456 |
|
|
2022
Q3 | $928K | Buy |
27,124
+1,213
| +5% | +$49.1K | ﹤0.01% | 2606 |
|
|
2022
Q2 | $929K | Buy |
25,911
+2,439
| +10% | +$93.7K | ﹤0.01% | 2627 |
|
|
2022
Q1 | $1.09M | Buy |
23,472
+2,902
| +14% | +$153K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $1.15M | Buy |
20,570
+665
| +3% | +$37.2K | ﹤0.01% | 2542 |
|
|
2021
Q3 | $1.03M | Sell |
19,905
-9,888
| -33% | -$469K | ﹤0.01% | 2589 |
|
|
2021
Q2 | $1.38M | Sell |
29,793
-33,453
| -53% | -$1.56M | ﹤0.01% | 2293 |
|
|
2021
Q1 | $2.97M | Buy |
63,246
+52,892
| +511% | +$2.38M | ﹤0.01% | 1577 |
|
|
2020
Q4 | $389K | Sell |
10,354
-48
| -0.5% | -$1.52K | ﹤0.01% | 2974 |
|
|
2020
Q3 | $242K | Sell |
10,402
-6,515
| -39% | -$149K | ﹤0.01% | 3060 |
|
|
2020
Q2 | $374K | Sell |
16,917
-1,396
| -8% | -$28.4K | ﹤0.01% | 2656 |
|
|
2020
Q1 | $332K | Sell |
18,313
-7,354
| -29% | -$185K | ﹤0.01% | 2411 |
|
|
2019
Q4 | $777K | Sell |
25,667
-2,799
| -10% | -$81.8K | ﹤0.01% | 2029 |
|
|
2019
Q3 | $787K | Sell |
28,466
-7,060
| -20% | -$190K | ﹤0.01% | 1902 |
|
|
2019
Q2 | $968K | Sell |
35,526
-1,090
| -3% | -$32.1K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $1.06M | Sell |
36,616
-1,620
| -4% | -$48.5K | ﹤0.01% | 1614 |
|
|
2018
Q4 | $963K | Buy |
38,236
+1,905
| +5% | +$57.5K | ﹤0.01% | 1567 |
|
|
2018
Q3 | $1.25M | Sell |
36,331
-1,833
| -5% | -$70.4K | ﹤0.01% | 1517 |
|
|
2018
Q2 | $1.56M | Sell |
38,164
-6,173
| -14% | -$257K | ﹤0.01% | 1300 |
|
|
2018
Q1 | $1.8M | Sell |
44,337
-611
| -1% | -$22.3K | 0.01% | 1178 |
|
|
2017
Q4 | $1.34M | Buy |
44,948
+158
| +0.4% | +$4.3K | ﹤0.01% | 1330 |
|
|
2017
Q3 | $1.27M | Buy |
44,790
+740
| +2% | +$19.3K | ﹤0.01% | 1268 |
|
|
2017
Q2 | $1.04M | Buy |
44,050
+5,233
| +13% | +$124K | ﹤0.01% | 1347 |
|
|
2017
Q1 | $976K | Buy |
38,817
+1,334
| +4% | +$38.5K | 0.01% | 1282 |
|
|
2016
Q4 | $1.06M | Buy |
37,483
+3,172
| +9% | +$75.5K | 0.01% | 1175 |
|
|
2016
Q3 | $758K | Buy |
34,311
+10,640
| +45% | +$207K | 0.01% | 1404 |
|
|
2016
Q2 | $407K | Sell |
23,671
-19,775
| -46% | -$371K | ﹤0.01% | 1851 |
|
|
2016
Q1 | $921K | Buy |
43,446
+8,856
| +26% | +$160K | ﹤0.01% | 1728 |
|
|
2015
Q4 | $704K | Buy |
34,590
+12,510
| +57% | +$295K | ﹤0.01% | 1956 |
|
|
2015
Q3 | $737K | Buy |
22,080
+5,232
| +31% | +$156K | ﹤0.01% | 1473 |
|
|
2015
Q2 | $462K | Sell |
16,848
-24
| -0.1% | -$571 | ﹤0.01% | 1954 |
|
|
2015
Q1 | $385K | Buy |
16,872
+1,352
| +9% | +$29.7K | ﹤0.01% | 2043 |
|
|
2014
Q4 | $302K | Sell |
15,520
-840
| -5% | -$15.8K | ﹤0.01% | 2151 |
|
|
2014
Q3 | $298K | Buy |
16,360
+2,800
| +21% | +$52.8K | ﹤0.01% | 2175 |
|
|
2014
Q2 | $249K | Buy |
13,560
+4,180
| +45% | +$82.3K | ﹤0.01% | 2333 |
|
|
2014
Q1 | $201K | Sell |
9,380
-10,720
| -53% | -$230K | ﹤0.01% | 2438 |
|
|
2013
Q4 | $394K | Buy |
+20,100
| New | +$361K | ﹤0.01% | 1906 |
|
Other funds holding AX
VPM
VCM
DAM
