Morgan Stanley’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 | $46.3M | Sell |
543,627
-20,263
| -4% | -$1.85M | ﹤0.01% | 2180 |
|
|
2025
Q4 | $48.6M | Buy |
563,890
+89,120
| +19% | +$7.34M | ﹤0.01% | 2107 |
|
|
2025
Q3 | $40.2M | Sell |
474,770
-125,133
| -21% | -$10.9M | ﹤0.01% | 2199 |
|
|
2025
Q2 | $45.6M | Sell |
599,903
-6,030
| -1% | -$408K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $39.1M | Sell |
605,933
-98,699
| -14% | -$6.69M | ﹤0.01% | 2044 |
|
|
2024
Q4 | $49.2M | Buy |
704,632
+10,038
| +1% | +$733K | ﹤0.01% | 1845 |
|
|
2024
Q3 | $43.7M | Buy |
694,594
+20,300
| +3% | +$1.33M | ﹤0.01% | 1961 |
|
|
2024
Q2 | $38.5M | Sell |
674,294
-10,253
| -1% | -$558K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $37M | Sell |
684,547
-843,505
| -55% | -$44.4M | ﹤0.01% | 2049 |
|
|
2023
Q4 | $83.4M | Buy |
1,528,052
+853,610
| +127% | +$35.6M | ﹤0.01% | 1923 |
|
|
2023
Q3 | $25.5M | Sell |
674,442
-5,420
| -0.8% | -$229K | ﹤0.01% | 2205 |
|
|
2023
Q2 | $26.8M | Buy |
679,862
+5,600
| +0.8% | +$217K | ﹤0.01% | 2157 |
|
|
2023
Q1 | $24.9M | Buy |
674,262
+98,385
| +17% | +$4.24M | ﹤0.01% | 2189 |
|
|
2022
Q4 | $22M | Buy |
575,877
+31,429
| +6% | +$1.2M | ﹤0.01% | 2245 |
|
|
2022
Q3 | $18.6M | Sell |
544,448
-56,126
| -9% | -$2.27M | ﹤0.01% | 2261 |
|
|
2022
Q2 | $21.5M | Buy |
600,574
+298,829
| +99% | +$11.5M | ﹤0.01% | 2215 |
|
|
2022
Q1 | $14M | Buy |
301,745
+10,418
| +4% | +$550K | ﹤0.01% | 2507 |
|
|
2021
Q4 | $16.3M | Buy |
291,327
+12,013
| +4% | +$672K | ﹤0.01% | 2384 |
|
|
2021
Q3 | $14.4M | Sell |
279,314
-35,044
| -11% | -$1.66M | ﹤0.01% | 2463 |
|
|
2021
Q2 | $14.6M | Buy |
314,358
+104,264
| +50% | +$4.87M | ﹤0.01% | 2539 |
|
|
2021
Q1 | $9.88M | Sell |
210,094
-17,016
| -7% | -$766K | ﹤0.01% | 2667 |
|
|
2020
Q4 | $8.52M | Sell |
227,110
-81,864
| -26% | -$2.59M | ﹤0.01% | 2684 |
|
|
2020
Q3 | $7.2M | Sell |
308,974
-19,295
| -6% | -$441K | ﹤0.01% | 2347 |
|
|
2020
Q2 | $7.25M | Buy |
328,269
+4,829
| +1% | +$98.2K | ﹤0.01% | 2287 |
|
|
2020
Q1 | $5.86M | Sell |
323,440
-107,826
| -25% | -$2.71M | ﹤0.01% | 2301 |
|
|
2019
Q4 | $13.1M | Buy |
431,266
+77,269
| +22% | +$2.26M | ﹤0.01% | 2101 |
|
|
2019
Q3 | $9.79M | Sell |
353,997
-58,980
| -14% | -$1.59M | ﹤0.01% | 2155 |
|
|
2019
Q2 | $11.3M | Buy |
412,977
+323,402
| +361% | +$9.52M | ﹤0.01% | 2028 |
|
|
2019
Q1 | $2.6M | Sell |
89,575
-69,630
| -44% | -$2.09M | ﹤0.01% | 3365 |
|
|
2018
Q4 | $4.01M | Sell |
159,205
-179,949
| -53% | -$5.43M | ﹤0.01% | 3143 |
|
|
2018
Q3 | $11.7M | Buy |
339,154
+27,350
| +9% | +$1.05M | ﹤0.01% | 2255 |
|
|
2018
Q2 | $12.8M | Buy |
311,804
+32,981
| +12% | +$1.37M | ﹤0.01% | 2097 |
|
|
2018
Q1 | $11.3M | Buy |
278,823
+92,788
| +50% | +$3.38M | ﹤0.01% | 2230 |
|
|
2017
Q4 | $5.56M | Sell |
186,035
-135,835
| -42% | -$3.69M | ﹤0.01% | 3009 |
|
|
2017
Q3 | $9.16M | Buy |
321,870
+56,213
| +21% | +$1.47M | ﹤0.01% | 2373 |
|
|
2017
Q2 | $6.3M | Buy |
265,657
+17,768
| +7% | +$420K | ﹤0.01% | 2614 |
|
|
2017
Q1 | $6.48M | Sell |
247,889
-411,293
| -62% | -$11.9M | ﹤0.01% | 2603 |
|
|
2016
Q4 | $18.8M | Buy |
659,182
+349,500
| +113% | +$8.32M | 0.01% | 1591 |
|
|
2016
Q3 | $6.94M | Buy |
309,682
+137,834
| +80% | +$2.68M | ﹤0.01% | 2347 |
|
|
2016
Q2 | $3.04M | Buy |
171,848
+11,326
| +7% | +$213K | ﹤0.01% | 3070 |
|
|
2016
Q1 | $3.43M | Buy |
160,522
+72,324
| +82% | +$1.31M | ﹤0.01% | 2875 |
|
|
2015
Q4 | $1.86M | Sell |
88,198
-66,166
| -43% | -$1.56M | ﹤0.01% | 3564 |
|
|
2015
Q3 | $4.97M | Sell |
154,364
-206,912
| -57% | -$6.18M | ﹤0.01% | 2668 |
|
|
2015
Q2 | $9.55M | Buy |
361,276
+125,308
| +53% | +$2.98M | ﹤0.01% | 2163 |
|
|
2015
Q1 | $5.49M | Buy |
235,968
+150,112
| +175% | +$3.3M | ﹤0.01% | 2667 |
|
|
2014
Q4 | $1.67M | Sell |
85,856
-33,720
| -28% | -$633K | ﹤0.01% | 3715 |
|
|
2014
Q3 | $2.17M | Sell |
119,576
-31,704
| -21% | -$598K | ﹤0.01% | 3360 |
|
|
2014
Q2 | $2.78M | Sell |
151,280
-128,916
| -46% | -$2.54M | ﹤0.01% | 3222 |
|
|
2014
Q1 | $6.01M | Buy |
280,196
+201,944
| +258% | +$4.34M | ﹤0.01% | 2400 |
|
|
2013
Q4 | $1.53M | Buy |
78,252
+14,548
| +23% | +$262K | ﹤0.01% | 3584 |
|
|
2013
Q3 | $1.03M | Sell |
63,704
-1,432
| -2% | -$21.3K | ﹤0.01% | 3761 |
|
|
2013
Q2 | $746K | Buy |
+65,136
| New | +$677K | ﹤0.01% | 3957 |
|
Other funds holding AX
VPM
VCM
DAM
