LPL Financial’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.87M | Buy |
97,342
+1,308
| +1% | +$134K | ﹤0.01% | 2004 |
|
|
2025
Q4 | $10.3M | Buy |
96,034
+39,709
| +70% | +$3.94M | ﹤0.01% | 1904 |
|
|
2025
Q3 | $5.4M | Sell |
56,325
-10,425
| -16% | -$1.01M | ﹤0.01% | 2398 |
|
|
2025
Q2 | $6.93M | Buy |
66,750
+4,015
| +6% | +$400K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $6.29M | Sell |
62,735
-216
| -0.3% | -$19.9K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $5.58M | Buy |
62,951
+916
| +1% | +$78.4K | ﹤0.01% | 1991 |
|
|
2024
Q3 | $4.94M | Buy |
62,035
+26,854
| +76% | +$2.01M | ﹤0.01% | 2004 |
|
|
2024
Q2 | $2.49M | Sell |
35,181
-5,695
| -14% | -$386K | ﹤0.01% | 2414 |
|
|
2024
Q1 | $2.66M | Buy |
40,876
+1,420
| +4% | +$85K | ﹤0.01% | 2285 |
|
|
2023
Q4 | $2.18M | Buy |
39,456
+5,710
| +17% | +$317K | ﹤0.01% | 2338 |
|
|
2023
Q3 | $1.9M | Buy |
33,746
+12,897
| +62% | +$712K | ﹤0.01% | 2323 |
|
|
2023
Q2 | $1.12M | Buy |
20,849
+9,559
| +85% | +$523K | ﹤0.01% | 2752 |
|
|
2023
Q1 | $616K | Buy |
11,290
+3,705
| +49% | +$215K | ﹤0.01% | 3157 |
|
|
2022
Q4 | $411K | Sell |
7,585
-964
| -11% | -$52.1K | ﹤0.01% | 3426 |
|
|
2022
Q3 | $420K | Sell |
8,549
-4,600
| -35% | -$244K | ﹤0.01% | 3309 |
|
|
2022
Q2 | $751K | Sell |
13,149
-7,959
| -38% | -$454K | ﹤0.01% | 2836 |
|
|
2022
Q1 | $1.28M | Sell |
21,108
-436
| -2% | -$24.3K | ﹤0.01% | 2413 |
|
|
2021
Q4 | $1.17M | Buy |
21,544
+945
| +5% | +$48.9K | ﹤0.01% | 2522 |
|
|
2021
Q3 | $948K | Buy |
20,599
+1,310
| +7% | +$65K | ﹤0.01% | 2655 |
|
|
2021
Q2 | $945K | Buy |
19,289
+1,542
| +9% | +$81.9K | ﹤0.01% | 2607 |
|
|
2021
Q1 | $880K | Buy |
17,747
+5,312
| +43% | +$266K | ﹤0.01% | 2508 |
|
|
2020
Q4 | $627K | Buy |
12,435
+2,398
| +24% | +$116K | ﹤0.01% | 2545 |
|
|
2020
Q3 | $442K | Buy |
10,037
+871
| +10% | +$38K | ﹤0.01% | 2573 |
|
|
2020
Q2 | $372K | Buy |
+9,166
| New | +$353K | ﹤0.01% | 2664 |
|
|
2020
Q1 | – | Sell |
-4,027
| Closed | -$239K | – | 3226 |
|
|
2019
Q4 | $239K | Sell |
4,027
-2,319
| -37% | -$140K | ﹤0.01% | 2959 |
|
|
2019
Q3 | $423K | Buy |
6,346
+2,712
| +75% | +$171K | ﹤0.01% | 2396 |
|
|
2019
Q2 | $217K | Buy |
+3,634
| New | +$211K | ﹤0.01% | 2958 |
|
|
2018
Q2 | – | Sell |
-28,889
| Closed | -$1.66M | – | 3210 |
|
|
2018
Q1 | $1.66M | Sell |
28,889
-2,961
| -9% | -$153K | ﹤0.01% | 1237 |
|
|
2017
Q4 | $1.6M | Buy |
31,850
+25,978
| +442% | +$1.38M | ﹤0.01% | 1210 |
|
|
2017
Q3 | $337K | Buy |
+5,872
| New | +$362K | ﹤0.01% | 2268 |
|
Other funds holding AXS
VPM
VCM
AGA
