Raymond James Financial Services Advisors’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 | $716K | Sell |
11,388
-826
| -7% | -$51.9K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $698K | Sell |
12,214
-316
| -3% | -$18.1K | ﹤0.01% | 2305 |
|
|
2024
Q1 | $677K | Sell |
12,530
-1,419
| -10% | -$76.7K | ﹤0.01% | 2294 |
|
|
2023
Q4 | $762K | Sell |
13,949
-3
| -0% | -$164 | ﹤0.01% | 2139 |
|
|
2023
Q3 | $528K | Sell |
13,952
-803
| -5% | -$30.4K | ﹤0.01% | 2293 |
|
|
2023
Q2 | $582K | Sell |
14,755
-10,743
| -42% | -$424K | ﹤0.01% | 2253 |
|
|
2023
Q1 | $941K | Sell |
25,498
-20,018
| -44% | -$739K | ﹤0.01% | 1928 |
|
|
2022
Q4 | $1.74M | Sell |
45,516
-4,450
| -9% | -$170K | ﹤0.01% | 1512 |
|
|
2022
Q3 | $1.71M | Sell |
49,966
-9,787
| -16% | -$335K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $2.14M | Buy |
59,753
+18,147
| +44% | +$651K | ﹤0.01% | 1396 |
|
|
2022
Q1 | $1.93M | Buy |
41,606
+8,272
| +25% | +$384K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $1.86M | Buy |
33,334
+139
| +0.4% | +$7.77K | ﹤0.01% | 1587 |
|
|
2021
Q3 | $1.71M | Sell |
33,195
-398
| -1% | -$20.5K | ﹤0.01% | 1585 |
|
|
2021
Q2 | $1.56M | Sell |
33,593
-6,316
| -16% | -$293K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $1.88M | Sell |
39,909
-5,145
| -11% | -$242K | ﹤0.01% | 1441 |
|
|
2020
Q4 | $1.69M | Buy |
45,054
+6,375
| +16% | +$239K | ﹤0.01% | 1391 |
|
|
2020
Q3 | $902K | Buy |
38,679
+10,623
| +38% | +$248K | ﹤0.01% | 1612 |
|
|
2020
Q2 | $619K | Buy |
28,056
+330
| +1% | +$7.28K | ﹤0.01% | 1770 |
|
|
2020
Q1 | $503K | Buy |
27,726
+9,535
| +52% | +$173K | ﹤0.01% | 1545 |
|
|
2019
Q4 | $551K | Sell |
18,191
-653
| -3% | -$19.8K | ﹤0.01% | 1913 |
|
|
2019
Q3 | $521K | Sell |
18,844
-2,868
| -13% | -$79.3K | ﹤0.01% | 1882 |
|
|
2019
Q2 | $592K | Buy |
21,712
+3,243
| +18% | +$88.4K | ﹤0.01% | 1812 |
|
|
2019
Q1 | $535K | Buy |
18,469
+2,737
| +17% | +$79.3K | ﹤0.01% | 1854 |
|
|
2018
Q4 | $396K | Sell |
15,732
-3,247
| -17% | -$81.7K | ﹤0.01% | 1818 |
|
|
2018
Q3 | $653K | Buy |
18,979
+3,930
| +26% | +$135K | ﹤0.01% | 1729 |
|
|
2018
Q2 | $616K | Buy |
15,049
+319
| +2% | +$13.1K | ﹤0.01% | 1737 |
|
|
2018
Q1 | $597K | Sell |
14,730
-8,059
| -35% | -$327K | ﹤0.01% | 1612 |
|
|
2017
Q4 | $681K | Buy |
22,789
+2,439
| +12% | +$72.9K | ﹤0.01% | 1523 |
|
|
2017
Q3 | $579K | Buy |
20,350
+10,145
| +99% | +$289K | ﹤0.01% | 1629 |
|
|
2017
Q2 | $242K | Buy |
+10,205
| New | +$242K | ﹤0.01% | 2088 |
|
|
2017
Q1 | – | Sell |
-16,658
| Closed | -$476K | – | 2393 |
|
|
2016
Q4 | $476K | Buy |
+16,658
| New | +$476K | ﹤0.01% | 1542 |
|
|
2016
Q3 | – | Sell |
-17,315
| Closed | -$307K | – | 2270 |
|
|
2016
Q2 | $307K | Buy |
+17,315
| New | +$307K | ﹤0.01% | 1707 |
|