Raymond James & Associates’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.91M | Buy |
109,964
+25,158
| +30% | +$1.58M | ﹤0.01% | 1433 |
|
|
2024
Q2 | $4.85M | Sell |
84,806
-3,495
| -4% | -$200K | ﹤0.01% | 1596 |
|
|
2024
Q1 | $4.77M | Buy |
88,301
+6,362
| +8% | +$344K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $4.47M | Sell |
81,939
-46,594
| -36% | -$2.54M | ﹤0.01% | 1605 |
|
|
2023
Q3 | $4.87M | Sell |
128,533
-39,528
| -24% | -$1.5M | ﹤0.01% | 1467 |
|
|
2023
Q2 | $6.63M | Sell |
168,061
-1,858
| -1% | -$73.3K | 0.01% | 1302 |
|
|
2023
Q1 | $6.27M | Buy |
169,919
+38,410
| +29% | +$1.42M | 0.01% | 1315 |
|
|
2022
Q4 | $5.03M | Sell |
131,509
-2,745
| -2% | -$105K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $4.6M | Sell |
134,254
-44,861
| -25% | -$1.54M | ﹤0.01% | 1428 |
|
|
2022
Q2 | $6.42M | Sell |
179,115
-4,059
| -2% | -$146K | 0.01% | 1236 |
|
|
2022
Q1 | $8.5M | Buy |
183,174
+60,729
| +50% | +$2.82M | 0.01% | 1162 |
|
|
2021
Q4 | $6.85M | Buy |
122,445
+869
| +0.7% | +$48.6K | 0.01% | 1332 |
|
|
2021
Q3 | $6.27M | Buy |
121,576
+17,318
| +17% | +$893K | 0.01% | 1353 |
|
|
2021
Q2 | $4.84M | Buy |
104,258
+64,023
| +159% | +$2.97M | ﹤0.01% | 1514 |
|
|
2021
Q1 | $1.89M | Buy |
40,235
+7,409
| +23% | +$348K | ﹤0.01% | 2057 |
|
|
2020
Q4 | $1.23M | Sell |
32,826
-390
| -1% | -$14.6K | ﹤0.01% | 2195 |
|
|
2020
Q3 | $774K | Buy |
33,216
+2,808
| +9% | +$65.4K | ﹤0.01% | 2326 |
|
|
2020
Q2 | $671K | Sell |
30,408
-3,470
| -10% | -$76.6K | ﹤0.01% | 2398 |
|
|
2020
Q1 | $614K | Buy |
33,878
+69
| +0.2% | +$1.25K | ﹤0.01% | 2276 |
|
|
2019
Q4 | $1.02M | Buy |
33,809
+4,053
| +14% | +$123K | ﹤0.01% | 2249 |
|
|
2019
Q3 | $823K | Buy |
29,756
+9,517
| +47% | +$263K | ﹤0.01% | 2300 |
|
|
2019
Q2 | $552K | Sell |
20,239
-2,235
| -10% | -$61K | ﹤0.01% | 2578 |
|
|
2019
Q1 | $651K | Sell |
22,474
-938
| -4% | -$27.2K | ﹤0.01% | 2481 |
|
|
2018
Q4 | $590K | Sell |
23,412
-90,996
| -80% | -$2.29M | ﹤0.01% | 2442 |
|
|
2018
Q3 | $3.93M | Sell |
114,408
-5,509
| -5% | -$189K | 0.01% | 1371 |
|
|
2018
Q2 | $4.91M | Sell |
119,917
-14,478
| -11% | -$592K | 0.01% | 1198 |
|
|
2018
Q1 | $5.45M | Sell |
134,395
-71,070
| -35% | -$2.88M | 0.01% | 1111 |
|
|
2017
Q4 | $6.14M | Buy |
205,465
+5,481
| +3% | +$164K | 0.01% | 1020 |
|
|
2017
Q3 | $5.69M | Buy |
199,984
+104,004
| +108% | +$2.96M | 0.01% | 1012 |
|
|
2017
Q2 | $2.28M | Buy |
95,980
+21,213
| +28% | +$503K | ﹤0.01% | 1486 |
|
|
2017
Q1 | $1.95M | Buy |
74,767
+10,219
| +16% | +$267K | ﹤0.01% | 1548 |
|
|
2016
Q4 | $1.84M | Buy |
64,548
+3,040
| +5% | +$86.8K | ﹤0.01% | 1535 |
|
|
2016
Q3 | $1.38M | Buy |
61,508
+4,998
| +9% | +$112K | ﹤0.01% | 1682 |
|
|
2016
Q2 | $1M | Buy |
+56,510
| New | +$1M | ﹤0.01% | 1736 |
|
|
2016
Q1 | – | Sell |
-17,759
| Closed | -$374K | – | 2823 |
|
|
2015
Q4 | $374K | Buy |
+17,759
| New | +$374K | ﹤0.01% | 2107 |
|
|
2014
Q4 | – | Sell |
-135,424
| Closed | -$2.46M | – | 2214 |
|
|
2014
Q3 | $2.46M | Sell |
135,424
-1,200
| -0.9% | -$21.8K | 0.01% | 996 |
|
|
2014
Q2 | $2.51M | Buy |
+136,624
| New | +$2.51M | 0.02% | 965 |
|