Osaic Holdings’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 | $290K | Sell |
3,407
-1,522
| -31% | -$139K | ﹤0.01% | 3831 |
|
|
2025
Q4 | $425K | Sell |
4,929
-357
| -7% | -$29.4K | ﹤0.01% | 3484 |
|
|
2025
Q3 | $471K | Buy |
5,286
+441
| +9% | +$38.4K | ﹤0.01% | 3476 |
|
|
2025
Q2 | $368K | Sell |
4,845
-235
| -5% | -$15.9K | ﹤0.01% | 3415 |
|
|
2025
Q1 | $328K | Buy |
5,080
+1,065
| +27% | +$72.2K | ﹤0.01% | 3228 |
|
|
2024
Q4 | $281K | Sell |
4,015
-694
| -15% | -$50.7K | ﹤0.01% | 3293 |
|
|
2024
Q3 | $296K | Sell |
4,709
-238
| -5% | -$15.6K | ﹤0.01% | 3320 |
|
|
2024
Q2 | $283K | Sell |
4,947
-836
| -14% | -$45.5K | ﹤0.01% | 3270 |
|
|
2024
Q1 | $313K | Sell |
5,783
-1,107
| -16% | -$58.2K | ﹤0.01% | 3307 |
|
|
2023
Q4 | $376K | Sell |
6,890
-4,332
| -39% | -$181K | ﹤0.01% | 3393 |
|
|
2023
Q3 | $425K | Buy |
11,222
+3,534
| +46% | +$149K | ﹤0.01% | 3391 |
|
|
2023
Q2 | $303K | Sell |
7,688
-1,185
| -13% | -$45.9K | ﹤0.01% | 3572 |
|
|
2023
Q1 | $328K | Sell |
8,873
-10,762
| -55% | -$464K | ﹤0.01% | 3474 |
|
|
2022
Q4 | $751K | Sell |
19,635
-1,159
| -6% | -$44.2K | ﹤0.01% | 2649 |
|
|
2022
Q3 | $710K | Buy |
20,794
+2,170
| +12% | +$87.8K | ﹤0.01% | 2550 |
|
|
2022
Q2 | $668K | Buy |
18,624
+3,142
| +20% | +$121K | ﹤0.01% | 2653 |
|
|
2022
Q1 | $718K | Sell |
15,482
-1,933
| -11% | -$102K | ﹤0.01% | 2878 |
|
|
2021
Q4 | $974K | Buy |
17,415
+4,556
| +35% | +$255K | ﹤0.01% | 2431 |
|
|
2021
Q3 | $662K | Buy |
12,859
+1,999
| +18% | +$94.8K | ﹤0.01% | 2738 |
|
|
2021
Q2 | $504K | Buy |
10,860
+1,832
| +20% | +$85.6K | ﹤0.01% | 3030 |
|
|
2021
Q1 | $424K | Sell |
9,028
-456
| -5% | -$20.5K | ﹤0.01% | 3048 |
|
|
2020
Q4 | $356K | Sell |
9,484
-8,286
| -47% | -$262K | ﹤0.01% | 2957 |
|
|
2020
Q3 | $414K | Buy |
17,770
+729
| +4% | +$16.7K | ﹤0.01% | 2611 |
|
|
2020
Q2 | $376K | Sell |
17,041
-1,337
| -7% | -$27.2K | ﹤0.01% | 2587 |
|
|
2020
Q1 | $334K | Buy |
+18,378
| New | +$462K | ﹤0.01% | 2428 |
|
Other funds holding AX
VPM
VCM
DAM
