Nisa Investment Advisors’s Axos Financial AX Stock Holding History

Nisa Investment Advisors’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$857K	Hold	11,265	–	–	﹤0.01%	853
2025 Q1	$727K	Sell	11,265 -56	-0.5%	-$3.61K	﹤0.01%	901
2024 Q4	$791K	Hold	11,321	–	–	﹤0.01%	938
2024 Q3	$712K	Sell	11,321 -240	-2%	-$15.1K	﹤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%	-$58.4K	﹤0.01%	984
2023 Q3	$478K	Hold	12,630	–	–	﹤0.01%	1080
2023 Q2	$498K	Sell	12,630 -14	-0.1%	-$552	﹤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%	-$7.23K	﹤0.01%	1066
2022 Q2	$461K	Buy	12,850 +580	+5%	+$20.8K	﹤0.01%	1092
2022 Q1	$569K	Sell	12,270 -30	-0.2%	-$1.39K	﹤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%	-$603	﹤0.01%	1099
2021 Q1	$1.19K	Hold	25,300	–	–	0.01%	890
2020 Q4	$950K	Sell	25,300 -300	-1%	-$11.3K	0.01%	947
2020 Q3	$597K	Buy	25,600 +2,000	+8%	+$46.6K	﹤0.01%	987
2020 Q2	$521K	Buy	23,600 +10,000	+74%	+$221K	﹤0.01%	1007
2020 Q1	$247K	Buy	+13,600	New	+$247K	﹤0.01%	1132
2019 Q4	–	Sell	-11,000	Closed	-$304K	–	2013
2019 Q3	$304K	Sell	11,000 -12,600	-53%	-$348K	﹤0.01%	1231
2019 Q2	$643K	Buy	23,600 +13,100	+125%	+$357K	0.01%	998
2019 Q1	$304K	Buy	10,500 +500	+5%	+$14.5K	﹤0.01%	1195
2018 Q4	$252K	Hold	10,000	–	–	﹤0.01%	1179
2018 Q3	$344K	Sell	10,000 -1,000	-9%	-$34.4K	﹤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%	+$29.9K	﹤0.01%	1142
2017 Q3	$285K	Hold	10,000	–	–	﹤0.01%	1171
2017 Q2	$237K	Sell	10,000 -3,500	-26%	-$83K	﹤0.01%	1200
2017 Q1	$353K	Hold	13,500	–	–	﹤0.01%	1123
2016 Q4	$385K	Buy	+13,500	New	+$385K	﹤0.01%	1114