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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $969K | Buy |
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|
2025
Q2 | $857K | Hold |
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|
2025
Q1 | $727K | Sell |
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|
2024
Q4 | $791K | Hold |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $661K | Hold |
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|
2024
Q1 | $625K | Hold |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $634 | Hold |
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|
2021
Q2 | $571 | Sell |
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|
2021
Q1 | $1.19K | Hold |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $597K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $643K | Buy |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $450K | Hold |
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|
2018
Q1 | $446K | Hold |
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|
2017
Q4 | $329K | Buy |
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|
2017
Q3 | $285K | Hold |
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|
2017
Q2 | $237K | Sell |
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $385K | Buy |
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