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 |
11,388
-826
| -7% | -$54.3K | ﹤0.01% | 2385 |
|
|
2024
Q2 | $698K | Sell |
12,214
-316
| -3% | -$17.2K | ﹤0.01% | 2308 |
|
|
2024
Q1 | $677K | Sell |
12,530
-1,419
| -10% | -$74.7K | ﹤0.01% | 2297 |
|
|
2023
Q4 | $762K | Sell |
13,949
-3
| -0% | -$125 | ﹤0.01% | 2145 |
|
|
2023
Q3 | $528K | Sell |
13,952
-803
| -5% | -$34K | ﹤0.01% | 2296 |
|
|
2023
Q2 | $582K | Sell |
14,755
-10,743
| -42% | -$416K | ﹤0.01% | 2257 |
|
|
2023
Q1 | $941K | Sell |
25,498
-20,018
| -44% | -$864K | ﹤0.01% | 1931 |
|
|
2022
Q4 | $1.74M | Sell |
45,516
-4,450
| -9% | -$170K | ﹤0.01% | 1513 |
|
|
2022
Q3 | $1.71M | Sell |
49,966
-9,787
| -16% | -$396K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $2.14M | Buy |
59,753
+18,147
| +44% | +$697K | ﹤0.01% | 1397 |
|
|
2022
Q1 | $1.93M | Buy |
41,606
+8,272
| +25% | +$437K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $1.86M | Buy |
33,334
+139
| +0.4% | +$7.78K | ﹤0.01% | 1587 |
|
|
2021
Q3 | $1.71M | Sell |
33,195
-398
| -1% | -$18.9K | ﹤0.01% | 1585 |
|
|
2021
Q2 | $1.56M | Sell |
33,593
-6,316
| -16% | -$295K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $1.88M | Sell |
39,909
-5,145
| -11% | -$232K | ﹤0.01% | 1441 |
|
|
2020
Q4 | $1.69M | Buy |
45,054
+6,375
| +16% | +$202K | ﹤0.01% | 1391 |
|
|
2020
Q3 | $902K | Buy |
38,679
+10,623
| +38% | +$243K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $619K | Buy |
28,056
+330
| +1% | +$6.71K | ﹤0.01% | 1772 |
|
|
2020
Q1 | $503K | Buy |
27,726
+9,535
| +52% | +$240K | ﹤0.01% | 1550 |
|
|
2019
Q4 | $551K | Sell |
18,191
-653
| -3% | -$19.1K | ﹤0.01% | 1914 |
|
|
2019
Q3 | $521K | Sell |
18,844
-2,868
| -13% | -$77.2K | ﹤0.01% | 1882 |
|
|
2019
Q2 | $592K | Buy |
21,712
+3,243
| +18% | +$95.4K | ﹤0.01% | 1812 |
|
|
2019
Q1 | $535K | Buy |
18,469
+2,737
| +17% | +$82K | ﹤0.01% | 1854 |
|
|
2018
Q4 | $396K | Sell |
15,732
-3,247
| -17% | -$97.9K | ﹤0.01% | 1818 |
|
|
2018
Q3 | $653K | Buy |
18,979
+3,930
| +26% | +$151K | ﹤0.01% | 1729 |
|
|
2018
Q2 | $616K | Buy |
15,049
+319
| +2% | +$13.3K | ﹤0.01% | 1738 |
|
|
2018
Q1 | $597K | Sell |
14,730
-8,059
| -35% | -$294K | ﹤0.01% | 1613 |
|
|
2017
Q4 | $681K | Buy |
22,789
+2,439
| +12% | +$66.3K | ﹤0.01% | 1523 |
|
|
2017
Q3 | $579K | Buy |
20,350
+10,145
| +99% | +$265K | ﹤0.01% | 1629 |
|
|
2017
Q2 | $242K | Buy |
+10,205
| New | +$241K | ﹤0.01% | 2089 |
|
|
2017
Q1 | – | Sell |
-16,658
| Closed | -$476K | – | 2432 |
|
|
2016
Q4 | $476K | Buy |
+16,658
| New | +$397K | ﹤0.01% | 1543 |
|
|
2016
Q3 | – | Sell |
-17,315
| Closed | -$307K | – | 2313 |
|
|
2016
Q2 | $307K | Buy |
+17,315
| New | +$325K | ﹤0.01% | 1709 |
|
Other funds holding AX
DAM
WA
Raymond James Financial Services Advisors's AX Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Axos Financial (AX) stake by 6.8% in Q3 2024, selling an estimated $54.3K and leaving 11,388 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.
Raymond James Financial Services Advisors first reported a position in AX in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.14M in Q2 2022. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.
- Raymond James Financial Services Advisors held 11,388 shares of Axos Financial worth $716K as of Q3 2024.
- Raymond James Financial Services Advisors sold 826 Axos Financial shares in Q3 2024, an estimated $54.3K.
- Axos Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2385 holding.
- Raymond James Financial Services Advisors first reported a position in Axos Financial in Q2 2016 and has held it in 32 quarters since.
- Raymond James Financial Services Advisors's Axos Financial position peaked at $2.14M in Q2 2022.
- 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.