Mather Group’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 | – | Sell |
-168
| Closed | -$10.8K | – | 692 |
|
|
2025
Q1 | $10.8K | Hold |
168
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q4 | $11.7K | Buy |
168
+94
| +127% | +$6.57K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $4.65K | Hold |
74
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q1 | $4.04K | Buy |
+74
| New | +$4.04K | ﹤0.01% | 1391 |
|