RhumbLine Advisers’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3M | Buy |
156,373
+3,882
| +3% | +$354K | 0.01% | 926 |
|
|
2025
Q4 | $13.1M | Sell |
152,491
-8,855
| -5% | -$729K | 0.01% | 936 |
|
|
2025
Q3 | $13.7M | Buy |
161,346
+1,742
| +1% | +$152K | 0.01% | 940 |
|
|
2025
Q2 | $12.1M | Buy |
159,604
+2,958
| +2% | +$200K | 0.01% | 976 |
|
|
2025
Q1 | $10.1M | Sell |
156,646
-6,627
| -4% | -$450K | 0.01% | 1011 |
|
|
2024
Q4 | $11.4M | Sell |
163,273
-1,730
| -1% | -$126K | 0.01% | 991 |
|
|
2024
Q3 | $10.4M | Sell |
165,003
-2,531
| -2% | -$166K | 0.01% | 1028 |
|
|
2024
Q2 | $9.57M | Buy |
167,534
+895
| +0.5% | +$48.7K | 0.01% | 1042 |
|
|
2024
Q1 | $9.01M | Sell |
166,639
-2,512
| -1% | -$132K | 0.01% | 1100 |
|
|
2023
Q4 | $9.24M | Sell |
169,151
-9,595
| -5% | -$400K | 0.01% | 1101 |
|
|
2023
Q3 | $6.77M | Buy |
178,746
+1,836
| +1% | +$77.7K | 0.01% | 1184 |
|
|
2023
Q2 | $6.98M | Sell |
176,910
-3,621
| -2% | -$140K | 0.01% | 1188 |
|
|
2023
Q1 | $6.67M | Buy |
180,531
+7,600
| +4% | +$328K | 0.01% | 1170 |
|
|
2022
Q4 | $6.61M | Buy |
172,931
+5,870
| +4% | +$224K | 0.01% | 1133 |
|
|
2022
Q3 | $5.72M | Buy |
167,061
+6,056
| +4% | +$245K | 0.01% | 1150 |
|
|
2022
Q2 | $5.77M | Buy |
161,005
+8,313
| +5% | +$319K | 0.01% | 1169 |
|
|
2022
Q1 | $7.08M | Buy |
152,692
+3,125
| +2% | +$165K | 0.01% | 1117 |
|
|
2021
Q4 | $8.36M | Sell |
149,567
-1,998
| -1% | -$112K | 0.01% | 1080 |
|
|
2021
Q3 | $7.81M | Sell |
151,565
-17,474
| -10% | -$829K | 0.01% | 1095 |
|
|
2021
Q2 | $7.84M | Sell |
169,039
-8,678
| -5% | -$405K | 0.01% | 1151 |
|
|
2021
Q1 | $8.35M | Sell |
177,717
-1,088
| -0.6% | -$49K | 0.01% | 1107 |
|
|
2020
Q4 | $6.71M | Buy |
178,805
+9,822
| +6% | +$311K | 0.01% | 1181 |
|
|
2020
Q3 | $3.94M | Sell |
168,983
-17,864
| -10% | -$408K | 0.01% | 1305 |
|
|
2020
Q2 | $4.13M | Sell |
186,847
-2,811
| -1% | -$57.2K | 0.01% | 1316 |
|
|
2020
Q1 | $3.44M | Buy |
189,658
+5,651
| +3% | +$142K | 0.01% | 1244 |
|
|
2019
Q4 | $5.57M | Buy |
184,007
+9,631
| +6% | +$281K | 0.01% | 1194 |
|
|
2019
Q3 | $4.82M | Buy |
174,376
+3,661
| +2% | +$98.5K | 0.01% | 1207 |
|
|
2019
Q2 | $4.65M | Buy |
170,715
+6,865
| +4% | +$202K | 0.01% | 1237 |
|
|
2019
Q1 | $4.75M | Sell |
163,850
-1,097
| -0.7% | -$32.9K | 0.01% | 1210 |
|
|
2018
Q4 | $4.15M | Buy |
164,947
+28,429
| +21% | +$858K | 0.01% | 1215 |
|
|
2018
Q3 | $4.7M | Sell |
136,518
-4,145
| -3% | -$159K | 0.01% | 1153 |
|
|
2018
Q2 | $5.75M | Buy |
140,663
+301
| +0.2% | +$12.5K | 0.01% | 1010 |
|
|
2018
Q1 | $5.69M | Sell |
140,362
-1,438
| -1% | -$52.4K | 0.01% | 951 |
|
|
2017
Q4 | $4.24M | Buy |
141,800
+16,832
| +13% | +$458K | 0.01% | 1178 |
|
|
2017
Q3 | $3.56M | Buy |
124,968
+1,395
| +1% | +$36.4K | 0.01% | 1245 |
|
|
2017
Q2 | $2.93M | Buy |
123,573
+2,276
| +2% | +$53.8K | 0.01% | 1332 |
|
|
2017
Q1 | $3.17M | Buy |
121,297
+31,718
| +35% | +$916K | 0.01% | 1282 |
|
|
2016
Q4 | $2.56M | Buy |
89,579
+6,847
| +8% | +$163K | 0.01% | 1306 |
|
|
2016
Q3 | $1.85M | Buy |
82,732
+4,150
| +5% | +$80.6K | 0.01% | 1453 |
|
|
2016
Q2 | $1.39M | Buy |
78,582
+1,484
| +2% | +$27.9K | ﹤0.01% | 1586 |
|
|
2016
Q1 | $1.65M | Sell |
77,098
-45
| -0.1% | -$815 | 0.01% | 1501 |
|
|
2015
Q4 | $1.62M | Buy |
77,143
+7,439
| +11% | +$175K | 0.01% | 1494 |
|
|
2015
Q3 | $2.25M | Buy |
69,704
+3,772
| +6% | +$113K | 0.01% | 1250 |
|
|
2015
Q2 | $1.74M | Sell |
65,932
-1,268
| -2% | -$30.2K | 0.01% | 1509 |
|
|
2015
Q1 | $1.56M | Buy |
67,200
+9,240
| +16% | +$203K | ﹤0.01% | 1561 |
|
|
2014
Q4 | $1.13M | Sell |
57,960
-2,600
| -4% | -$48.8K | ﹤0.01% | 1719 |
|
|
2014
Q3 | $1.1M | Sell |
60,560
-200
| -0.3% | -$3.77K | ﹤0.01% | 1698 |
|
|
2014
Q2 | $1.12M | Buy |
60,760
+6,860
| +13% | +$135K | ﹤0.01% | 1745 |
|
|
2014
Q1 | $1.16M | Sell |
53,900
-3,560
| -6% | -$76.5K | ﹤0.01% | 1700 |
|
|
2013
Q4 | $1.13M | Buy |
57,460
+800
| +1% | +$14.4K | ﹤0.01% | 1729 |
|
|
2013
Q3 | $919K | Buy |
56,660
+8,684
| +18% | +$129K | ﹤0.01% | 1835 |
|
|
2013
Q2 | $550K | Buy |
+47,976
| New | +$499K | ﹤0.01% | 2179 |
|
Other funds holding AX
VPM
VCM
DAM
