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Optimize Financial’s Axos Financial AX Stock Holding History

Optimize Financial’s Portfolio AX Stock Details AX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$443K Sell
5,824
-40
-0.7% -$3.04K 0.27% 97
2025
Q1 		$378K Buy
5,864
+580
+11% +$37.4K 0.27% 121
2024
Q4 		$369K Buy
+5,284
New +$369K 0.28% 106