Rothschild Investment LLC’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98K | Buy |
105
+10
| +11% | +$760 | ﹤0.01% | 1304 |
|
|
2025
Q1 | $6.13K | Buy |
95
+30
| +46% | +$1.94K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $4.54K | Hold |
65
| – | – | ﹤0.01% | 1385 |
|
|
2024
Q3 | $4.09K | Buy |
65
+40
| +160% | +$2.52K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $1.43K | Hold |
25
| – | – | ﹤0.01% | 1502 |
|
|
2024
Q1 | $1.35K | Buy |
+25
| New | +$1.35K | ﹤0.01% | 1244 |
|