Principal Securities’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 | $16.1K | Buy |
212
+189
| +822% | +$14.4K | ﹤0.01% | 2420 |
|
|
2025
Q1 | $1.61K | Hold |
23
| – | – | ﹤0.01% | 3092 |
|
|
2024
Q4 | $1.61K | Sell |
23
-25
| -52% | -$1.75K | ﹤0.01% | 3086 |
|
|
2024
Q3 | $3.02K | Buy |
48
+23
| +92% | +$1.45K | ﹤0.01% | 2829 |
|
|
2024
Q2 | $1.43K | Hold |
25
| – | – | ﹤0.01% | 2992 |
|
|
2024
Q1 | $1.35K | Hold |
25
| – | – | ﹤0.01% | 2973 |
|
|
2023
Q4 | $1.37K | Buy |
+25
| New | +$1.37K | ﹤0.01% | 2893 |
|