Northwestern Mutual Wealth Management’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 | $3.27K | Buy |
+43
| New | +$3.27K | ﹤0.01% | 3130 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$349 | – | 3672 |
|
|
2024
Q4 | $349 | Hold |
5
| – | – | ﹤0.01% | 3412 |
|
|
2024
Q3 | $314 | Hold |
5
| – | – | ﹤0.01% | 3392 |
|
|
2024
Q2 | $286 | Buy |
+5
| New | +$286 | ﹤0.01% | 3334 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$492 | – | 3480 |
|
|
2023
Q3 | $492 | Buy |
+13
| New | +$492 | ﹤0.01% | 3123 |
|
|
2023
Q2 | – | Sell |
-105
| Closed | -$3.88K | – | 3351 |
|
|
2023
Q1 | $3.88K | Buy |
105
+5
| +5% | +$185 | ﹤0.01% | 2813 |
|
|
2022
Q4 | $3.82K | Sell |
100
-276
| -73% | -$10.5K | ﹤0.01% | 2799 |
|
|
2022
Q3 | $13K | Buy |
376
+276
| +276% | +$9.54K | ﹤0.01% | 2368 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2755 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2725 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2650 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2633 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2444 |
|
|
2020
Q4 | $4K | Sell |
100
-150
| -60% | -$6K | ﹤0.01% | 2397 |
|
|
2020
Q3 | $5K | Buy |
250
+150
| +150% | +$3K | ﹤0.01% | 2162 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2152 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2185 |
|
|
2019
Q2 | $3K | Buy |
100
+50
| +100% | +$1.5K | ﹤0.01% | 2204 |
|
|
2019
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2392 |
|
|
2018
Q4 | $1K | Sell |
50
-1,220
| -96% | -$24.4K | ﹤0.01% | 2258 |
|
|
2018
Q3 | $44K | Buy |
1,270
+1,220
| +2,440% | +$42.3K | ﹤0.01% | 1358 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2155 |
|
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2023 |
|
|
2015
Q4 | – | Sell |
-28
| Closed | -$1K | – | 1579 |
|
|
2015
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1528 |
|