Profund Advisors’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 | $297K | Sell |
3,494
-413
| -11% | -$37.6K | 0.01% | 752 |
|
|
2025
Q4 | $337K | Buy |
3,907
+108
| +3% | +$8.89K | 0.01% | 790 |
|
|
2025
Q3 | $322K | Sell |
3,799
-419
| -10% | -$36.5K | 0.01% | 709 |
|
|
2025
Q2 | $321K | Sell |
4,218
-246
| -6% | -$16.6K | 0.01% | 654 |
|
|
2025
Q1 | $288K | Sell |
4,464
-2,848
| -39% | -$193K | 0.01% | 706 |
|
|
2024
Q4 | $511K | Buy |
7,312
+1,392
| +24% | +$102K | 0.02% | 506 |
|
|
2024
Q3 | $372K | Buy |
5,920
+1,010
| +21% | +$66.4K | 0.01% | 681 |
|
|
2024
Q2 | $281K | Sell |
4,910
-907
| -16% | -$49.3K | 0.01% | 758 |
|
|
2024
Q1 | $314K | Sell |
5,817
-750
| -11% | -$39.5K | 0.01% | 828 |
|
|
2023
Q4 | $359K | Buy |
+6,567
| New | +$274K | 0.02% | 688 |
|
|
2023
Q3 | – | Sell |
-5,624
| Closed | -$222K | – | 982 |
|
|
2023
Q2 | $222K | Buy |
5,624
+172
| +3% | +$6.67K | 0.01% | 911 |
|
|
2023
Q1 | $201K | Buy |
+5,452
| New | +$235K | 0.01% | 1007 |
|
|
2022
Q2 | – | Sell |
-4,562
| Closed | -$212K | – | 1049 |
|
|
2022
Q1 | $212K | Sell |
4,562
-488
| -10% | -$25.8K | 0.01% | 1222 |
|
|
2021
Q4 | $282K | Sell |
5,050
-224
| -4% | -$12.5K | 0.01% | 1027 |
|
|
2021
Q3 | $272K | Sell |
5,274
-504
| -9% | -$23.9K | 0.01% | 1030 |
|
|
2021
Q2 | $268K | Buy |
5,778
+162
| +3% | +$7.57K | 0.01% | 1161 |
|
|
2021
Q1 | $264K | Sell |
5,616
-543
| -9% | -$24.5K | 0.01% | 1082 |
|
|
2020
Q4 | $231K | Buy |
+6,159
| New | +$195K | 0.01% | 1011 |
|
|
2018
Q4 | – | Sell |
-10,744
| Closed | -$369K | – | 1170 |
|
|
2018
Q3 | $369K | Sell |
10,744
-1,515
| -12% | -$58.2K | 0.01% | 1037 |
|
|
2018
Q2 | $502K | Buy |
12,259
+976
| +9% | +$40.6K | 0.02% | 781 |
|
|
2018
Q1 | $457K | Buy |
11,283
+2,881
| +34% | +$105K | 0.02% | 857 |
|
|
2017
Q4 | $251K | Buy |
8,402
+864
| +11% | +$23.5K | 0.01% | 1241 |
|
|
2017
Q3 | $215K | Sell |
7,538
-3,365
| -31% | -$87.9K | 0.01% | 1306 |
|
|
2017
Q2 | $259K | Buy |
10,903
+867
| +9% | +$20.5K | 0.01% | 1187 |
|
|
2017
Q1 | $262K | Sell |
10,036
-1,135
| -10% | -$32.8K | 0.01% | 1238 |
|
|
2016
Q4 | $319K | Buy |
+11,171
| New | +$266K | 0.01% | 1189 |
|
|
2015
Q4 | – | Sell |
-6,896
| Closed | -$222K | – | 1298 |
|
|
2015
Q3 | $222K | Sell |
6,896
-4,320
| -39% | -$129K | 0.01% | 1039 |
|
|
2015
Q2 | $296K | Sell |
11,216
-3,744
| -25% | -$89K | 0.01% | 1130 |
|
|
2015
Q1 | $348K | Buy |
+14,960
| New | +$329K | 0.01% | 1146 |
|
|
2014
Q1 | – | Sell |
-13,936
| Closed | -$273K | – | 1624 |
|
|
2013
Q4 | $273K | Buy |
+13,936
| New | +$251K | 0.01% | 1444 |
|
Other funds holding AX
VPM
VCM
DAM
