Ridgewood Investments’s Axos Financial AX Stock Holding History

Ridgewood Investments’s Portfolio AX Stock Details AX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Hold	18,051	–	–	0.59%	48
2025 Q1	$1.16M	Sell	18,051 -325	-2%	-$21K	0.54%	50
2024 Q4	$1.28M	Sell	18,376 -100	-0.5%	-$6.99K	0.62%	37
2024 Q3	$1.16M	Sell	18,476 -562	-3%	-$35.3K	0.58%	49
2024 Q2	$1.09M	Hold	19,038	–	–	0.54%	49
2024 Q1	$1.03M	Sell	19,038 -925	-5%	-$50K	0.54%	56
2023 Q4	$1.09M	Hold	19,963	–	–	0.64%	47
2023 Q3	$756K	Hold	19,963	–	–	0.5%	64
2023 Q2	$787K	Hold	19,963	–	–	0.45%	58
2023 Q1	$737K	Hold	19,963	–	–	0.45%	56
2022 Q4	$763K	Hold	19,963	–	–	0.54%	52
2022 Q3	$683K	Sell	19,963 -300	-1%	-$10.3K	0.57%	52
2022 Q2	$726K	Hold	20,263	–	–	0.57%	55
2022 Q1	$940K	Sell	20,263 -3,279	-14%	-$152K	0.62%	45
2021 Q4	$1.32M	Sell	23,542 -100	-0.4%	-$5.59K	0.83%	27
2021 Q3	$1.22M	Hold	23,642	–	–	0.83%	31
2021 Q2	$1.1M	Sell	23,642 -29,745	-56%	-$1.38M	0.7%	45
2021 Q1	$2.51M	Sell	53,387 -1,404	-3%	-$66K	1.54%	6
2020 Q4	$1.28M	Hold	54,791	–	–	1.01%	18
2020 Q3	$1.28M	Sell	54,791 -2,130	-4%	-$49.6K	1%	18
2020 Q2	$1.26M	Sell	56,921 -3,000	-5%	-$66.3K	1.04%	20
2020 Q1	$1.09M	Sell	59,921 -8,303	-12%	-$150K	1.1%	18
2019 Q4	$2.07M	Sell	68,224 -1,325	-2%	-$40.1K	1.46%	7
2019 Q3	$1.92M	Sell	69,549 -3,000	-4%	-$82.9K	1.5%	7
2019 Q2	$1.98M	Sell	72,549 -800	-1%	-$21.8K	1.55%	6
2019 Q1	$2.12M	Buy	73,349 +4,200	+6%	+$122K	1.75%	5
2018 Q4	$2.38M	Hold	69,149	–	–	1.9%	4
2018 Q3	$2.38M	Buy	69,149 +6,650	+11%	+$229K	1.89%	4
2018 Q2	$2.56M	Buy	62,499 +200	+0.3%	+$8.18K	2.28%	4
2018 Q1	$2.53M	Hold	62,299	–	–	2.32%	4
2017 Q4	$1.86M	Sell	62,299 -1,000	-2%	-$29.9K	1.67%	7
2017 Q3	$1.8M	Hold	63,299	–	–	1.72%	7
2017 Q2	$1.5M	Hold	63,299	–	–	1.5%	12
2017 Q1	$1.65M	Hold	63,299	–	–	1.78%	7
2016 Q4	$1.81M	Buy	+63,299	New	+$1.81M	2.13%	6