O'Shaughnessy Asset Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
2025
Q1
$221K Buy
2024
Q4
$223K Buy
2021
Q4
Sell
2021
Q3
$13K Hold
2021
Q2
$12K Hold
2021
Q1
$12K Hold
2020
Q4
$10K Buy
2020
Q3
$5K Hold
2020
Q2
$5K Buy