Parallel Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7K | Hold |
364
| – | – | ﹤0.01% | 2020 |
|
|
2025
Q1 | $23.5K | Hold |
364
| – | – | ﹤0.01% | 2042 |
|
|
2024
Q4 | $25.4K | Hold |
364
| – | – | ﹤0.01% | 2005 |
|
|
2024
Q3 | $22.9K | Hold |
364
| – | – | ﹤0.01% | 1999 |
|
|
2024
Q2 | $20.8K | Buy |
364
+13
| +4% | +$743 | ﹤0.01% | 1947 |
|
|
2024
Q1 | $19K | Hold |
351
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q4 | $19.2K | Sell |
351
-9
| -3% | -$491 | ﹤0.01% | 1974 |
|
|
2023
Q3 | $13.6K | Hold |
360
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q2 | $14.2K | Buy |
360
+9
| +3% | +$355 | ﹤0.01% | 2020 |
|
|
2023
Q1 | $13K | Hold |
351
| – | – | ﹤0.01% | 2032 |
|
|
2022
Q4 | $13.4K | Sell |
351
-11
| -3% | -$420 | ﹤0.01% | 1919 |
|
|
2022
Q3 | $12K | Buy |
362
+11
| +3% | +$365 | ﹤0.01% | 1892 |
|
|
2022
Q2 | $13K | Hold |
351
| – | – | ﹤0.01% | 1847 |
|
|
2022
Q1 | $16K | Hold |
351
| – | – | ﹤0.01% | 1806 |
|
|
2021
Q4 | $20K | Hold |
351
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q3 | $18K | Hold |
351
| – | – | ﹤0.01% | 1763 |
|
|
2021
Q2 | $16K | Hold |
351
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q1 | $17K | Hold |
351
| – | – | ﹤0.01% | 1645 |
|
|
2020
Q4 | $13K | Hold |
351
| – | – | ﹤0.01% | 1645 |
|
|
2020
Q3 | $8K | Hold |
351
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q2 | $7K | Hold |
351
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q1 | $6K | Hold |
351
| – | – | ﹤0.01% | 1808 |
|
|
2019
Q4 | $11K | Hold |
351
| – | – | ﹤0.01% | 1659 |
|
|
2019
Q3 | $10K | Hold |
351
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q2 | $10K | Hold |
351
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q1 | $10K | Hold |
351
| – | – | ﹤0.01% | 1506 |
|
|
2018
Q4 | $8K | Buy |
+351
| New | +$8K | ﹤0.01% | 1400 |
|