Nisa Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $974K | Buy |
11,448
+33
| +0.3% | +$3.01K | ﹤0.01% | 791 |
|
|
2025
Q4 | $984K | Sell |
11,415
-37
| -0.3% | -$3.05K | ﹤0.01% | 823 |
|
|
2025
Q3 | $969K | Buy |
11,452
+187
| +2% | +$16.3K | ﹤0.01% | 851 |
|
|
2025
Q2 | $857K | Hold |
11,265
| – | – | ﹤0.01% | 853 |
|
|
2025
Q1 | $727K | Sell |
11,265
-56
| -0.5% | -$3.8K | ﹤0.01% | 901 |
|
|
2024
Q4 | $791K | Hold |
11,321
| – | – | ﹤0.01% | 938 |
|
|
2024
Q3 | $712K | Sell |
11,321
-240
| -2% | -$15.8K | ﹤0.01% | 945 |
|
|
2024
Q2 | $661K | Hold |
11,561
| – | – | ﹤0.01% | 993 |
|
|
2024
Q1 | $625K | Hold |
11,561
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q4 | $631K | Sell |
11,561
-1,069
| -8% | -$44.6K | ﹤0.01% | 984 |
|
|
2023
Q3 | $478K | Hold |
12,630
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q2 | $498K | Sell |
12,630
-14
| -0.1% | -$543 | ﹤0.01% | 1076 |
|
|
2023
Q1 | $467K | Hold |
12,644
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q4 | $483K | Hold |
12,644
| – | – | ﹤0.01% | 1129 |
|
|
2022
Q3 | $444K | Sell |
12,644
-206
| -2% | -$8.34K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $461K | Buy |
12,850
+580
| +5% | +$22.3K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $569K | Sell |
12,270
-30
| -0.2% | -$1.58K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $633K | Hold |
12,300
| – | – | ﹤0.01% | 957 |
|
|
2021
Q3 | $634 | Hold |
12,300
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q2 | $571 | Sell |
12,300
-13,000
| -51% | -$607K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $1.19K | Hold |
25,300
| – | – | 0.01% | 890 |
|
|
2020
Q4 | $950K | Sell |
25,300
-300
| -1% | -$9.48K | 0.01% | 947 |
|
|
2020
Q3 | $597K | Buy |
25,600
+2,000
| +8% | +$45.7K | ﹤0.01% | 987 |
|
|
2020
Q2 | $521K | Buy |
23,600
+10,000
| +74% | +$203K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $247K | Buy |
+13,600
| New | +$342K | ﹤0.01% | 1132 |
|
|
2019
Q4 | – | Sell |
-11,000
| Closed | -$304K | – | 2013 |
|
|
2019
Q3 | $304K | Sell |
11,000
-12,600
| -53% | -$339K | ﹤0.01% | 1231 |
|
|
2019
Q2 | $643K | Buy |
23,600
+13,100
| +125% | +$385K | 0.01% | 998 |
|
|
2019
Q1 | $304K | Buy |
10,500
+500
| +5% | +$15K | ﹤0.01% | 1195 |
|
|
2018
Q4 | $252K | Hold |
10,000
| – | – | ﹤0.01% | 1179 |
|
|
2018
Q3 | $344K | Sell |
10,000
-1,000
| -9% | -$38.4K | ﹤0.01% | 1199 |
|
|
2018
Q2 | $450K | Hold |
11,000
| – | – | ﹤0.01% | 1089 |
|
|
2018
Q1 | $446K | Hold |
11,000
| – | – | ﹤0.01% | 1056 |
|
|
2017
Q4 | $329K | Buy |
11,000
+1,000
| +10% | +$27.2K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $285K | Hold |
10,000
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q2 | $237K | Sell |
10,000
-3,500
| -26% | -$82.8K | ﹤0.01% | 1200 |
|
|
2017
Q1 | $353K | Hold |
13,500
| – | – | ﹤0.01% | 1123 |
|
|
2016
Q4 | $385K | Buy |
+13,500
| New | +$321K | ﹤0.01% | 1114 |
|
Other funds holding AX
VPM
VCM
DAM
