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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $707K | Sell |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $555K | Hold |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $492K | Hold |
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|
2023
Q4 | $497K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $505K | Hold |
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|
2021
Q2 | $455K | Hold |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $228K | Hold |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $319K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $485K | Sell |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $682K | Sell |
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|
2017
Q3 | $710K | Hold |
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|
2017
Q2 | $592K | Sell |
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|
2017
Q1 | $655K | Hold |
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|
2016
Q4 | $715K | Hold |
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|
2016
Q3 | $561K | Sell |
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|
2016
Q2 | $445K | Sell |
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|
2016
Q1 | $547K | Hold |
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|
2015
Q4 | $540K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $190K | Buy |
|