Mutual Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $262K | Buy |
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