Pinnacle Associates’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 | $710K | Sell |
8,341
-17
| -0.2% | -$1.55K | 0.01% | 585 |
|
|
2025
Q4 | $720K | Buy |
8,358
+8
| +0.1% | +$659 | 0.01% | 584 |
|
|
2025
Q3 | $707K | Sell |
8,350
-50
| -0.6% | -$4.36K | 0.01% | 571 |
|
|
2025
Q2 | $639K | Sell |
8,400
-200
| -2% | -$13.5K | 0.01% | 585 |
|
|
2025
Q1 | $555K | Hold |
8,600
| – | – | 0.01% | 594 |
|
|
2024
Q4 | $601K | Sell |
8,600
-500
| -5% | -$36.5K | 0.01% | 567 |
|
|
2024
Q3 | $497K | Hold |
9,100
| – | – | 0.01% | 566 |
|
|
2024
Q2 | $520K | Hold |
9,100
| – | – | 0.01% | 577 |
|
|
2024
Q1 | $492K | Hold |
9,100
| – | – | 0.01% | 591 |
|
|
2023
Q4 | $497K | Hold |
9,100
| – | – | 0.01% | 574 |
|
|
2023
Q3 | $345K | Hold |
9,100
| – | – | 0.01% | 635 |
|
|
2023
Q2 | $359K | Hold |
9,100
| – | – | 0.01% | 636 |
|
|
2023
Q1 | $336K | Hold |
9,100
| – | – | 0.01% | 596 |
|
|
2022
Q4 | $348K | Hold |
9,100
| – | – | 0.01% | 574 |
|
|
2022
Q3 | $311K | Sell |
9,100
-500
| -5% | -$20.2K | 0.01% | 587 |
|
|
2022
Q2 | $344K | Hold |
9,600
| – | – | 0.01% | 587 |
|
|
2022
Q1 | $445K | Sell |
9,600
-200
| -2% | -$10.6K | 0.01% | 587 |
|
|
2021
Q4 | $548K | Hold |
9,800
| – | – | 0.01% | 547 |
|
|
2021
Q3 | $505K | Hold |
9,800
| – | – | 0.01% | 547 |
|
|
2021
Q2 | $455K | Hold |
9,800
| – | – | 0.01% | 559 |
|
|
2021
Q1 | $461K | Hold |
9,800
| – | – | 0.01% | 543 |
|
|
2020
Q4 | $368K | Hold |
9,800
| – | – | 0.01% | 558 |
|
|
2020
Q3 | $228K | Hold |
9,800
| – | – | 0.01% | 613 |
|
|
2020
Q2 | $216K | Buy |
+9,800
| New | +$199K | 0.01% | 621 |
|
|
2020
Q1 | – | Sell |
-9,800
| Closed | -$297K | – | 661 |
|
|
2019
Q4 | $297K | Sell |
9,800
-1,400
| -13% | -$40.9K | 0.01% | 611 |
|
|
2019
Q3 | $310K | Sell |
11,200
-500
| -4% | -$13.5K | 0.01% | 596 |
|
|
2019
Q2 | $319K | Sell |
11,700
-300
| -3% | -$8.83K | 0.01% | 593 |
|
|
2019
Q1 | $348K | Sell |
12,000
-1,100
| -8% | -$33K | 0.01% | 583 |
|
|
2018
Q4 | $330K | Sell |
13,100
-1,000
| -7% | -$30.2K | 0.01% | 568 |
|
|
2018
Q3 | $485K | Sell |
14,100
-200
| -1% | -$7.68K | 0.01% | 520 |
|
|
2018
Q2 | $585K | Sell |
14,300
-850
| -6% | -$35.3K | 0.01% | 502 |
|
|
2018
Q1 | $614K | Sell |
15,150
-7,650
| -34% | -$279K | 0.01% | 486 |
|
|
2017
Q4 | $682K | Sell |
22,800
-2,150
| -9% | -$58.5K | 0.01% | 460 |
|
|
2017
Q3 | $710K | Hold |
24,950
| – | – | 0.01% | 445 |
|
|
2017
Q2 | $592K | Sell |
24,950
-100
| -0.4% | -$2.37K | 0.01% | 475 |
|
|
2017
Q1 | $655K | Hold |
25,050
| – | – | 0.01% | 461 |
|
|
2016
Q4 | $715K | Hold |
25,050
| – | – | 0.01% | 437 |
|
|
2016
Q3 | $561K | Sell |
25,050
-100
| -0.4% | -$1.94K | 0.01% | 459 |
|
|
2016
Q2 | $445K | Sell |
25,150
-500
| -2% | -$9.39K | 0.01% | 482 |
|
|
2016
Q1 | $547K | Hold |
25,650
| – | – | 0.01% | 444 |
|
|
2015
Q4 | $540K | Buy |
+25,650
| New | +$604K | 0.01% | 450 |
|
|
2014
Q1 | – | Sell |
-9,700
| Closed | -$190K | – | 601 |
|
|
2013
Q4 | $190K | Buy |
+9,700
| New | +$174K | ﹤0.01% | 565 |
|
Other funds holding AX
VPM
VCM
DAM
