Pathstone Holdings’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 | – | Sell |
-5,169
| Closed | -$334K | – | 2171 |
|
|
2025
Q1 | $334K | Buy |
5,169
+501
| +11% | +$32.3K | ﹤0.01% | 1887 |
|
|
2024
Q4 | $326K | Buy |
4,668
+507
| +12% | +$35.4K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $262K | Buy |
4,161
+418
| +11% | +$26.3K | ﹤0.01% | 2033 |
|
|
2024
Q2 | $214K | Buy |
+3,743
| New | +$214K | ﹤0.01% | 2105 |
|