Mercer Global Advisors’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 | $989K | Buy |
13,006
+202
| +2% | +$15.4K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $826K | Buy |
12,804
+3,649
| +40% | +$235K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $639K | Buy |
9,155
+3,810
| +71% | +$266K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $334K | Buy |
5,345
+54
| +1% | +$3.38K | ﹤0.01% | 1567 |
|
|
2024
Q2 | $302K | Buy |
5,291
+266
| +5% | +$15.2K | ﹤0.01% | 1572 |
|
|
2024
Q1 | $272K | Buy |
+5,025
| New | +$272K | ﹤0.01% | 1622 |
|