Raymond James Financial’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.7M	Sell	180,105 -2,624	-1%	-$200K	﹤0.01%	1635
2025 Q1	$11.8M	Sell	182,729 -52,981	-22%	-$3.42M	﹤0.01%	1684
2024 Q4	$16.5M	Buy	+235,710	New	+$16.5M	0.01%	1463