Raymond James Trust’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 | $230K | Buy |
+3,659
| New | +$230K | 0.01% | 1175 |
|
|
2024
Q2 | – | Sell |
-3,958
| Closed | -$214K | – | 1259 |
|
|
2024
Q1 | $214K | Buy |
3,958
+202
| +5% | +$10.9K | 0.01% | 1162 |
|
|
2023
Q4 | $205K | Buy |
+3,756
| New | +$205K | 0.01% | 1130 |
|
|
2022
Q2 | – | Sell |
-4,527
| Closed | -$210K | – | 1093 |
|
|
2022
Q1 | $210K | Buy |
4,527
+653
| +17% | +$30.3K | 0.01% | 1064 |
|
|
2021
Q4 | $216K | Sell |
3,874
-321
| -8% | -$17.9K | 0.01% | 1068 |
|
|
2021
Q3 | $216K | Buy |
+4,195
| New | +$216K | 0.01% | 1025 |
|