NewEdge 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 | $68.4K | Hold |
900
| – | – | ﹤0.01% | 2568 |
|
|
2025
Q1 | $58.1K | Hold |
900
| – | – | ﹤0.01% | 2500 |
|
|
2024
Q4 | $62.9K | Buy |
900
+850
| +1,700% | +$59.4K | ﹤0.01% | 2442 |
|
|
2024
Q3 | $3.14K | Buy |
+50
| New | +$3.14K | ﹤0.01% | 3299 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$486 | – | 3804 |
|
|
2024
Q1 | $486 | Hold |
9
| – | – | ﹤0.01% | 3588 |
|
|
2023
Q4 | $491 | Buy |
+9
| New | +$491 | ﹤0.01% | 3533 |
|
|
2023
Q1 | – | Sell |
-987
| Closed | -$37.7K | – | 3469 |
|
|
2022
Q4 | $37.7K | Buy |
+987
| New | +$37.7K | ﹤0.01% | 1841 |
|