Rafferty Asset Management
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Rafferty Asset Management’s Axos Financial AX Stock Holding History

Rafferty Asset Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.6M Sell
42,252
-5,645
-12% -$514K 0.01% 482
2025
Q4 		$4.13M Sell
47,897
-11,892
-20% -$979K 0.01% 487
2025
Q3 		$5.06M Buy
59,789
+5,387
+10% +$469K 0.02% 426
2025
Q2 		$4.14M Sell
54,402
-9,996
-16% -$676K 0.01% 434
2025
Q1 		$4.15M Sell
64,398
-34,903
-35% -$2.37M 0.02% 408
2024
Q4 		$6.94M Sell
99,301
-33,283
-25% -$2.43M 0.02% 346
2024
Q3 		$8.34M Sell
132,584
-24,079
-15% -$1.58M 0.03% 313
2024
Q2 		$8.95M Sell
156,663
-215
-0.1% -$11.7K 0.03% 301
2024
Q1 		$8.48M Sell
156,878
-5,926
-4% -$312K 0.03% 331
2023
Q4 		$8.89M Buy
162,804
+102,704
+171% +$4.29M 0.04% 311
2023
Q3 		$2.28M Sell
60,100
-27,270
-31% -$1.15M 0.01% 571
2023
Q2 		$3.45M Buy
87,370
+46,259
+113% +$1.79M 0.02% 497
2023
Q1 		$1.52M Buy
+41,111
New +$1.77M 0.01% 689

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