O'Shaughnessy Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
3,700
+273
| +8% | +$20.8K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $221K | Buy |
3,427
+241
| +8% | +$15.5K | ﹤0.01% | 1733 |
|
|
2024
Q4 | $223K | Buy |
+3,186
| New | +$223K | ﹤0.01% | 1688 |
|
|
2021
Q4 | – | Sell |
-257
| Closed | -$13K | – | 1351 |
|
|
2021
Q3 | $13K | Hold |
257
| – | – | ﹤0.01% | 2080 |
|
|
2021
Q2 | $12K | Hold |
257
| – | – | ﹤0.01% | 1959 |
|
|
2021
Q1 | $12K | Hold |
257
| – | – | ﹤0.01% | 1746 |
|
|
2020
Q4 | $10K | Buy |
257
+49
| +24% | +$1.91K | ﹤0.01% | 1546 |
|
|
2020
Q3 | $5K | Hold |
208
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q2 | $5K | Buy |
+208
| New | +$5K | ﹤0.01% | 1361 |
|