Principal Financial Group’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 | $30.1M | Buy |
353,951
+16,627
| +5% | +$1.52M | 0.02% | 686 |
|
|
2025
Q4 | $29.1M | Buy |
337,324
+21,703
| +7% | +$1.79M | 0.01% | 681 |
|
|
2025
Q3 | $26.7M | Sell |
315,621
-12,167
| -4% | -$1.06M | 0.01% | 704 |
|
|
2025
Q2 | $24.9M | Sell |
327,788
-20,011
| -6% | -$1.35M | 0.01% | 732 |
|
|
2025
Q1 | $22.4M | Buy |
347,799
+9,881
| +3% | +$670K | 0.01% | 752 |
|
|
2024
Q4 | $23.6M | Buy |
337,918
+17,201
| +5% | +$1.26M | 0.01% | 753 |
|
|
2024
Q3 | $20.2M | Buy |
320,717
+70,017
| +28% | +$4.6M | 0.01% | 838 |
|
|
2024
Q2 | $14.3M | Sell |
250,700
-12,799
| -5% | -$696K | 0.01% | 1064 |
|
|
2024
Q1 | $14.2M | Sell |
263,499
-4,737
| -2% | -$249K | 0.01% | 1122 |
|
|
2023
Q4 | $14.6M | Sell |
268,236
-15,049
| -5% | -$628K | 0.01% | 1086 |
|
|
2023
Q3 | $10.7M | Sell |
283,285
-16,406
| -5% | -$694K | 0.01% | 1190 |
|
|
2023
Q2 | $11.8M | Sell |
299,691
-23,430
| -7% | -$908K | 0.01% | 1167 |
|
|
2023
Q1 | $11.9M | Sell |
323,121
-3,834
| -1% | -$165K | 0.01% | 1169 |
|
|
2022
Q4 | $12.5M | Sell |
326,955
-1,679
| -0.5% | -$64K | 0.01% | 1111 |
|
|
2022
Q3 | $11.2M | Sell |
328,634
-3,641
| -1% | -$147K | 0.01% | 1124 |
|
|
2022
Q2 | $11.9M | Sell |
332,275
-65,031
| -16% | -$2.5M | 0.01% | 1157 |
|
|
2022
Q1 | $18.4M | Sell |
397,306
-20,627
| -5% | -$1.09M | 0.01% | 973 |
|
|
2021
Q4 | $23.4M | Sell |
417,933
-38,270
| -8% | -$2.14M | 0.01% | 841 |
|
|
2021
Q3 | $23.5M | Buy |
456,203
+8,768
| +2% | +$416K | 0.02% | 812 |
|
|
2021
Q2 | $20.8M | Buy |
447,435
+30,412
| +7% | +$1.42M | 0.01% | 947 |
|
|
2021
Q1 | $19.6M | Buy |
417,023
+10,391
| +3% | +$468K | 0.01% | 926 |
|
|
2020
Q4 | $15.3M | Buy |
406,632
+36,320
| +10% | +$1.15M | 0.01% | 958 |
|
|
2020
Q3 | $8.63M | Sell |
370,312
-17,332
| -4% | -$396K | 0.01% | 1156 |
|
|
2020
Q2 | $8.56M | Sell |
387,644
-16,893
| -4% | -$343K | 0.01% | 1145 |
|
|
2020
Q1 | $7.33M | Sell |
404,537
-24,889
| -6% | -$626K | 0.01% | 1080 |
|
|
2019
Q4 | $13M | Sell |
429,426
-35,610
| -8% | -$1.04M | 0.01% | 1099 |
|
|
2019
Q3 | $12.9M | Sell |
465,036
-263
| -0.1% | -$7.08K | 0.01% | 1077 |
|
|
2019
Q2 | $12.7M | Sell |
465,299
-21,521
| -4% | -$633K | 0.01% | 1091 |
|
|
2019
Q1 | $14.1M | Sell |
486,820
-6,260
| -1% | -$188K | 0.01% | 1007 |
|
|
2018
Q4 | $12.4M | Sell |
493,080
-16,074
| -3% | -$485K | 0.01% | 1034 |
|
|
2018
Q3 | $17.5M | Buy |
509,154
+23,817
| +5% | +$915K | 0.02% | 950 |
|
|
2018
Q2 | $19.9M | Buy |
485,337
+55,485
| +13% | +$2.31M | 0.02% | 830 |
|
|
2018
Q1 | $17.4M | Buy |
429,852
+10,673
| +3% | +$389K | 0.02% | 874 |
|
|
2017
Q4 | $12.5M | Sell |
419,179
-2,929
| -0.7% | -$79.7K | 0.01% | 1127 |
|
|
2017
Q3 | $12M | Sell |
422,108
-16,651
| -4% | -$435K | 0.01% | 1120 |
|
|
2017
Q2 | $10.4M | Sell |
438,759
-12,771
| -3% | -$302K | 0.01% | 1200 |
|
|
2017
Q1 | $11.8M | Buy |
451,530
+20,808
| +5% | +$601K | 0.01% | 1078 |
|
|
2016
Q4 | $12.3M | Buy |
430,722
+14,180
| +3% | +$338K | 0.02% | 1047 |
|
|
2016
Q3 | $9.33M | Buy |
416,542
+12,729
| +3% | +$247K | 0.01% | 1168 |
|
|
2016
Q2 | $7.15M | Sell |
403,813
-444
| -0.1% | -$8.34K | 0.01% | 1262 |
|
|
2016
Q1 | $8.63M | Buy |
404,257
+15,073
| +4% | +$273K | 0.01% | 1091 |
|
|
2015
Q4 | $8.19M | Buy |
389,184
+22,660
| +6% | +$534K | 0.01% | 1083 |
|
|
2015
Q3 | $11.8M | Buy |
366,524
+25,664
| +8% | +$767K | 0.02% | 826 |
|
|
2015
Q2 | $9.01M | Buy |
340,860
+2,992
| +0.9% | +$71.1K | 0.01% | 1064 |
|
|
2015
Q1 | $7.86M | Buy |
337,868
+22,008
| +7% | +$483K | 0.01% | 1126 |
|
|
2014
Q4 | $6.14M | Buy |
315,860
+2,500
| +0.8% | +$46.9K | 0.01% | 1278 |
|
|
2014
Q3 | $5.7M | Buy |
313,360
+1,036
| +0.3% | +$19.6K | 0.01% | 1273 |
|
|
2014
Q2 | $5.74M | Sell |
312,324
-1,232
| -0.4% | -$24.2K | 0.01% | 1305 |
|
|
2014
Q1 | $6.72M | Buy |
313,556
+16,304
| +5% | +$350K | 0.01% | 1177 |
|
|
2013
Q4 | $5.83M | Buy |
297,252
+22,324
| +8% | +$401K | 0.01% | 1258 |
|
|
2013
Q3 | $4.46M | Buy |
274,928
+249,772
| +993% | +$3.72M | 0.01% | 1338 |
|
|
2013
Q2 | $288K | Buy |
+25,156
| New | +$261K | ﹤0.01% | 1958 |
|
Other funds holding AX
VPM
VCM
DAM
