Quantinno Capital Management’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 | $4.81M | Buy |
56,525
+39,729
| +237% | +$3.62M | 0.01% | 1153 |
|
|
2025
Q4 | $1.45M | Sell |
16,796
-559
| -3% | -$46K | ﹤0.01% | 1529 |
|
|
2025
Q3 | $1.47M | Buy |
17,355
+3,255
| +23% | +$284K | ﹤0.01% | 1323 |
|
|
2025
Q2 | $1.07M | Buy |
14,100
+2,478
| +21% | +$167K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $750K | Buy |
11,622
+2,867
| +33% | +$194K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $612K | Buy |
8,755
+588
| +7% | +$42.9K | 0.01% | 1184 |
|
|
2024
Q3 | $514K | Buy |
8,167
+37
| +0.5% | +$2.43K | 0.01% | 1123 |
|
|
2024
Q2 | $465K | Buy |
8,130
+159
| +2% | +$8.65K | 0.01% | 1044 |
|
|
2024
Q1 | $431K | Buy |
7,971
+192
| +2% | +$10.1K | 0.01% | 988 |
|
|
2023
Q4 | $425K | Buy |
7,779
+9
| +0.1% | +$376 | 0.01% | 862 |
|
|
2023
Q3 | $294K | Buy |
7,770
+261
| +3% | +$11K | 0.01% | 884 |
|
|
2023
Q2 | $296K | Sell |
7,509
-58
| -0.8% | -$2.25K | 0.02% | 763 |
|
|
2023
Q1 | $279K | Buy |
7,567
+29
| +0.4% | +$1.25K | 0.02% | 736 |
|
|
2022
Q4 | $288K | Buy |
7,538
+916
| +14% | +$34.9K | 0.02% | 699 |
|
|
2022
Q3 | $227K | Hold |
6,622
| – | – | 0.03% | 552 |
|
|
2022
Q2 | $237K | Buy |
6,622
+20
| +0.3% | +$769 | 0.03% | 523 |
|
|
2022
Q1 | $306K | Sell |
6,602
-294
| -4% | -$15.5K | 0.05% | 434 |
|
|
2021
Q4 | $386K | Sell |
6,896
-7,320
| -51% | -$410K | 0.07% | 332 |
|
|
2021
Q3 | $733K | Hold |
14,216
| – | – | 0.82% | 2 |
|
|
2021
Q2 | $659K | Hold |
14,216
| – | – | 0.75% | 15 |
|
|
2021
Q1 | $668K | Hold |
14,216
| – | – | 0.73% | 10 |
|
|
2020
Q4 | $534K | Hold |
14,216
| – | – | 0.41% | 62 |
|
|
2020
Q3 | $331K | Buy |
14,216
+3,712
| +35% | +$84.8K | 0.22% | 238 |
|
|
2020
Q2 | $232K | Buy |
+10,504
| New | +$214K | 0.23% | 245 |
|
Other funds holding AX
VPM
VCM
DAM
