Mutual 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 | $380K | Buy |
4,482
+765
| +21% | +$64.8K | 0.01% | 895 |
|
|
2025
Q1 | $233K | Sell |
3,717
-168
| -4% | -$10.5K | 0.01% | 979 |
|
|
2024
Q4 | $276K | Hold |
3,885
| – | – | 0.01% | 907 |
|
|
2024
Q3 | $259K | Hold |
3,885
| – | – | 0.01% | 961 |
|
|
2024
Q2 | $298K | Sell |
3,885
-471
| -11% | -$36.1K | 0.01% | 887 |
|
|
2024
Q1 | $235K | Hold |
4,356
| – | – | 0.01% | 971 |
|
|
2023
Q4 | $238K | Buy |
+4,356
| New | +$238K | 0.01% | 904 |
|
|
2023
Q1 | – | Sell |
-5,860
| Closed | -$224K | – | 972 |
|
|
2022
Q4 | $224K | Sell |
5,860
-106
| -2% | -$4.05K | 0.01% | 837 |
|
|
2022
Q3 | $204K | Hold |
5,966
| – | – | 0.01% | 823 |
|
|
2022
Q2 | $214K | Sell |
5,966
-437
| -7% | -$15.7K | 0.01% | 775 |
|
|
2022
Q1 | $297K | Sell |
6,403
-188
| -3% | -$8.72K | 0.02% | 719 |
|
|
2021
Q4 | $369K | Sell |
6,591
-7
| -0.1% | -$392 | 0.02% | 671 |
|
|
2021
Q3 | $340K | Hold |
6,598
| – | – | 0.02% | 678 |
|
|
2021
Q2 | $306K | Buy |
6,598
+1,029
| +18% | +$47.7K | 0.02% | 678 |
|
|
2021
Q1 | $262K | Buy |
+5,569
| New | +$262K | 0.02% | 659 |
|