Ridgewood Investments’s Axos Financial AX Stock Holding History

Ridgewood Investments’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Hold
2025 Q1	$1.16M	Sell
2024 Q4	$1.28M	Sell
2024 Q3	$1.16M	Sell
2024 Q2	$1.09M	Hold
2024 Q1	$1.03M	Sell
2023 Q4	$1.09M	Hold
2023 Q3	$756K	Hold
2023 Q2	$787K	Hold
2023 Q1	$737K	Hold
2022 Q4	$763K	Hold
2022 Q3	$683K	Sell
2022 Q2	$726K	Hold
2022 Q1	$940K	Sell
2021 Q4	$1.32M	Sell
2021 Q3	$1.22M	Hold
2021 Q2	$1.1M	Sell
2021 Q1	$2.51M	Sell
2020 Q4	$1.28M	Hold
2020 Q3	$1.28M	Sell
2020 Q2	$1.26M	Sell
2020 Q1	$1.09M	Sell
2019 Q4	$2.07M	Sell
2019 Q3	$1.92M	Sell
2019 Q2	$1.98M	Sell
2019 Q1	$2.12M	Buy
2018 Q4	$2.38M	Hold
2018 Q3	$2.38M	Buy
2018 Q2	$2.56M	Buy
2018 Q1	$2.52M	Hold
2017 Q4	$1.86M	Sell
2017 Q3	$1.8M	Hold
2017 Q2	$1.5M	Hold
2017 Q1	$1.65M	Hold
2016 Q4	$1.81M	Buy