Redwood Investments’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.85M | Buy |
90,716
+4
| +0% | +$258 | 2.19% | 11 |
|
|
2024
Q4 | $6.34M | Buy |
90,712
+59,667
| +192% | +$4.17M | 1.7% | 16 |
|
|
2024
Q3 | $1.95M | Sell |
31,045
-7,269
| -19% | -$457K | 0.58% | 54 |
|
|
2024
Q2 | $2.18M | Sell |
38,314
-11,331
| -23% | -$643K | 0.74% | 47 |
|
|
2024
Q1 | $2.64M | Sell |
49,645
-24,577
| -33% | -$1.31M | 0.77% | 57 |
|
|
2023
Q4 | $4.05M | Sell |
74,222
-291,915
| -80% | -$15.9M | 1.06% | 32 |
|
|
2023
Q3 | $13.9M | Sell |
366,137
-27,699
| -7% | -$1.05M | 1.87% | 16 |
|
|
2023
Q2 | $15.5M | Buy |
393,836
+6,013
| +2% | +$237K | 1.9% | 13 |
|
|
2023
Q1 | $14.3M | Buy |
387,823
+6,083
| +2% | +$225K | 1.83% | 17 |
|
|
2022
Q4 | $14.6M | Sell |
381,740
-7,825
| -2% | -$299K | 1.95% | 13 |
|
|
2022
Q3 | $13.3M | Sell |
389,565
-91,893
| -19% | -$3.15M | 1.79% | 20 |
|
|
2022
Q2 | $17.3M | Buy |
481,458
+63,556
| +15% | +$2.28M | 1.92% | 19 |
|
|
2022
Q1 | $19.4M | Buy |
417,902
+1,621
| +0.4% | +$75.2K | 1.84% | 16 |
|
|
2021
Q4 | $23.3M | Sell |
416,281
-4,504
| -1% | -$252K | 1.84% | 17 |
|
|
2021
Q3 | $21.7M | Buy |
420,785
+214,805
| +104% | +$11.1M | 1.81% | 18 |
|
|
2021
Q2 | $9.56M | Buy |
+205,980
| New | +$9.56M | 0.77% | 54 |
|