Nuveen’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 | $21.3M | Sell |
250,394
-158,353
| -39% | -$14.4M | 0.01% | 1098 |
|
|
2025
Q4 | $35.2M | Sell |
408,747
-34,692
| -8% | -$2.86M | 0.01% | 825 |
|
|
2025
Q3 | $37.5M | Sell |
443,439
-74,409
| -14% | -$6.48M | 0.01% | 769 |
|
|
2025
Q2 | $39.4M | Sell |
517,848
-28,342
| -5% | -$1.92M | 0.01% | 710 |
|
|
2025
Q1 | $35.2M | Sell |
546,190
-72,355
| -12% | -$4.91M | 0.01% | 786 |
|
|
2024
Q4 | $43.2M | Sell |
618,545
-96,301
| -13% | -$7.03M | 0.01% | 713 |
|
|
2024
Q3 | $44.9M | Sell |
714,846
-138,196
| -16% | -$9.08M | 0.01% | 712 |
|
|
2024
Q2 | $48.8M | Sell |
853,042
-5,892
| -0.7% | -$320K | 0.01% | 633 |
|
|
2024
Q1 | $46.4M | Buy |
858,934
+2,682
| +0.3% | +$141K | 0.01% | 668 |
|
|
2023
Q4 | $46.8M | Sell |
856,252
-1,619
| -0.2% | -$67.6K | 0.02% | 632 |
|
|
2023
Q3 | $32.5M | Buy |
857,871
+116,365
| +16% | +$4.92M | 0.01% | 762 |
|
|
2023
Q2 | $29.2M | Buy |
741,506
+22,292
| +3% | +$864K | 0.01% | 845 |
|
|
2023
Q1 | $26.6M | Buy |
719,214
+206,637
| +40% | +$8.91M | 0.01% | 863 |
|
|
2022
Q4 | $19.6M | Buy |
512,577
+55,857
| +12% | +$2.13M | 0.01% | 1051 |
|
|
2022
Q3 | $15.6M | Sell |
456,720
-6,226
| -1% | -$252K | 0.01% | 1181 |
|
|
2022
Q2 | $16.6M | Buy |
462,946
+184,367
| +66% | +$7.09M | 0.01% | 1176 |
|
|
2022
Q1 | $13.4M | Sell |
278,579
-30,020
| -10% | -$1.59M | ﹤0.01% | 1454 |
|
|
2021
Q4 | $16.7M | Buy |
308,599
+6,998
| +2% | +$391K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $13.8M | Sell |
301,601
-41,235
| -12% | -$1.96M | ﹤0.01% | 1548 |
|
|
2021
Q2 | $15.9M | Sell |
342,836
-163,080
| -32% | -$7.62M | ﹤0.01% | 1544 |
|
|
2021
Q1 | $23.8M | Sell |
505,916
-10,253
| -2% | -$462K | 0.01% | 1193 |
|
|
2020
Q4 | $19.4M | Sell |
516,169
-6,294
| -1% | -$199K | 0.01% | 1287 |
|
|
2020
Q3 | $12.2M | Buy |
522,463
+2,843
| +0.5% | +$65K | ﹤0.01% | 1388 |
|
|
2020
Q2 | $11.5M | Buy |
519,620
+19,296
| +4% | +$392K | ﹤0.01% | 1396 |
|
|
2020
Q1 | $9.07M | Buy |
500,324
+42,425
| +9% | +$1.07M | ﹤0.01% | 1350 |
|
|
2019
Q4 | $13.9M | Sell |
457,899
-10,783
| -2% | -$315K | 0.01% | 1391 |
|
|
2019
Q3 | $13M | Buy |
468,682
+216,420
| +86% | +$5.83M | 0.01% | 1399 |
|
|
2019
Q2 | $6.87M | Buy |
+252,262
| New | +$7.42M | ﹤0.01% | 1821 |
|
|
2018
Q2 | – | Sell |
-312,099
| Closed | -$12.6M | – | 1056 |
|
|
2018
Q1 | $12.6M | Sell |
312,099
-139,784
| -31% | -$5.1M | 0.08% | 337 |
|
|
2017
Q4 | $13.5M | Buy |
451,883
+103,965
| +30% | +$2.83M | 0.09% | 335 |
|
|
2017
Q3 | $9.9M | Sell |
347,918
-261,796
| -43% | -$6.84M | 0.06% | 398 |
|
|
2017
Q2 | $14.5M | Buy |
609,714
+28,960
| +5% | +$685K | 0.09% | 320 |
|
|
2017
Q1 | $15.2M | Sell |
580,754
-105,644
| -15% | -$3.05M | 0.09% | 316 |
|
|
2016
Q4 | $19.6M | Buy |
686,398
+127,428
| +23% | +$3.03M | 0.1% | 250 |
|
|
2016
Q3 | $12.5M | Sell |
558,970
-132,588
| -19% | -$2.57M | 0.07% | 323 |
|
|
2016
Q2 | $12.2M | Sell |
691,558
-115,809
| -14% | -$2.17M | 0.08% | 319 |
|
|
2016
Q1 | $17.2K | Buy |
807,367
+32,808
| +4% | +$594K | 0.09% | 241 |
|
|
2015
Q4 | $16.3K | Buy |
774,559
+259,875
| +50% | +$6.12M | 0.08% | 250 |
|
|
2015
Q3 | $16.6K | Sell |
514,684
-6,684
| -1% | -$200K | 0.09% | 263 |
|
|
2015
Q2 | $13.8K | Sell |
521,368
-8,932
| -2% | -$212K | 0.07% | 316 |
|
|
2015
Q1 | $12.3M | Buy |
+530,300
| New | +$11.7M | 0.07% | 349 |
|
Other funds holding AX
VPM
VCM
DAM
