Oakworth Capital’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,305
| Closed | -$91.2K | – | 691 |
|
|
2024
Q4 | $91.2K | Hold |
1,305
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $82.1K | Hold |
1,305
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $74.6K | Hold |
1,305
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $70.5K | Hold |
1,305
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $71.3K | Hold |
1,305
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $49.4K | Hold |
1,305
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $51.5K | Hold |
1,305
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $48.2K | Hold |
1,305
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $49.9K | Hold |
1,305
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $45K | Hold |
1,305
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $47K | Hold |
1,305
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $61K | Hold |
1,305
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $73K | Hold |
1,305
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $67K | Hold |
1,305
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $61K | Sell |
1,305
-1,400
| -52% | -$65.4K | 0.01% | 289 |
|
|
2021
Q1 | $127K | Hold |
2,705
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $102K | Hold |
2,705
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $63K | Hold |
2,705
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $60K | Sell |
2,705
-1,300
| -32% | -$28.8K | 0.01% | 255 |
|
|
2020
Q1 | $73K | Sell |
4,005
-2,377
| -37% | -$43.3K | 0.02% | 210 |
|
|
2019
Q4 | $187K | Hold |
6,382
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $176K | Hold |
6,382
| – | – | 0.03% | 168 |
|
|
2019
Q2 | $174K | Hold |
6,382
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $185K | Hold |
6,382
| – | – | 0.04% | 179 |
|
|
2018
Q4 | $161K | Buy |
6,382
+2,700
| +73% | +$68.1K | 0.04% | 176 |
|
|
2018
Q3 | $127K | Sell |
3,682
-1,298
| -26% | -$44.8K | 0.03% | 204 |
|
|
2018
Q2 | $204K | Buy |
+4,980
| New | +$204K | 0.04% | 159 |
|