Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $716K | Sell |
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|
2024
Q2 | $698K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $941K | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $902K | Buy |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $503K | Buy |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $521K | Sell |
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|
2019
Q2 | $592K | Buy |
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|
2019
Q1 | $535K | Buy |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $653K | Buy |
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|
2018
Q2 | $616K | Buy |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $681K | Buy |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $242K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $476K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $307K | Buy |
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