Royal Bank of Canada’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 | $8.36M | Sell |
98,217
-1,512
| -2% | -$138K | ﹤0.01% | 2038 |
|
|
2025
Q4 | $8.59M | Sell |
99,729
-23,827
| -19% | -$1.96M | ﹤0.01% | 2043 |
|
|
2025
Q3 | $10.5M | Sell |
123,556
-2,827
| -2% | -$246K | ﹤0.01% | 2123 |
|
|
2025
Q2 | $9.61M | Buy |
126,383
+17,397
| +16% | +$1.18M | ﹤0.01% | 2060 |
|
|
2025
Q1 | $7.03M | Buy |
108,986
+1,015
| +0.9% | +$68.8K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $7.54M | Sell |
107,971
-3,177
| -3% | -$232K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $6.99M | Sell |
111,148
-8,362
| -7% | -$550K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $6.83M | Buy |
119,510
+814
| +0.7% | +$44.3K | ﹤0.01% | 1942 |
|
|
2024
Q1 | $6.42M | Sell |
118,696
-17,444
| -13% | -$918K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $7.43M | Buy |
136,140
+5,819
| +4% | +$243K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $4.93M | Sell |
130,321
-718
| -0.5% | -$30.4K | ﹤0.01% | 2102 |
|
|
2023
Q2 | $5.17M | Buy |
131,039
+3,093
| +2% | +$120K | ﹤0.01% | 2075 |
|
|
2023
Q1 | $4.72M | Sell |
127,946
-5,459
| -4% | -$235K | ﹤0.01% | 2111 |
|
|
2022
Q4 | $5.1M | Buy |
133,405
+11,966
| +10% | +$456K | ﹤0.01% | 2127 |
|
|
2022
Q3 | $4.16M | Buy |
121,439
+6,923
| +6% | +$280K | ﹤0.01% | 2225 |
|
|
2022
Q2 | $4.11M | Sell |
114,516
-1,070
| -0.9% | -$41.1K | ﹤0.01% | 2266 |
|
|
2022
Q1 | $5.36M | Sell |
115,586
-6,443
| -5% | -$340K | ﹤0.01% | 2201 |
|
|
2021
Q4 | $6.82M | Buy |
122,029
+1,344
| +1% | +$75.2K | ﹤0.01% | 2169 |
|
|
2021
Q3 | $6.22M | Buy |
120,685
+2,797
| +2% | +$133K | ﹤0.01% | 2156 |
|
|
2021
Q2 | $5.47M | Buy |
117,888
+5,069
| +4% | +$237K | ﹤0.01% | 2250 |
|
|
2021
Q1 | $5.3M | Sell |
112,819
-28,031
| -20% | -$1.26M | ﹤0.01% | 2197 |
|
|
2020
Q4 | $5.29M | Buy |
140,850
+4,128
| +3% | +$131K | ﹤0.01% | 2155 |
|
|
2020
Q3 | $3.19M | Sell |
136,722
-9,453
| -6% | -$216K | ﹤0.01% | 2323 |
|
|
2020
Q2 | $3.23M | Buy |
146,175
+6,112
| +4% | +$124K | ﹤0.01% | 2265 |
|
|
2020
Q1 | $2.54M | Buy |
140,063
+34,725
| +33% | +$873K | ﹤0.01% | 2293 |
|
|
2019
Q4 | $3.19M | Buy |
105,338
+7,751
| +8% | +$227K | ﹤0.01% | 2477 |
|
|
2019
Q3 | $2.7M | Buy |
97,587
+2,046
| +2% | +$55.1K | ﹤0.01% | 2516 |
|
|
2019
Q2 | $2.6M | Buy |
95,541
+447
| +0.5% | +$13.2K | ﹤0.01% | 2555 |
|
|
2019
Q1 | $2.75M | Buy |
95,094
+13,597
| +17% | +$407K | ﹤0.01% | 2455 |
|
|
2018
Q4 | $2.05M | Sell |
81,497
-4,905
| -6% | -$148K | ﹤0.01% | 2623 |
|
|
2018
Q3 | $2.97M | Sell |
86,402
-5,617
| -6% | -$216K | ﹤0.01% | 2541 |
|
|
2018
Q2 | $3.76M | Buy |
92,019
+8,888
| +11% | +$369K | ﹤0.01% | 2229 |
|
|
2018
Q1 | $3.37M | Buy |
83,131
+27,014
| +48% | +$985K | ﹤0.01% | 2293 |
|
|
2017
Q4 | $1.68M | Buy |
56,117
+14,522
| +35% | +$395K | ﹤0.01% | 2876 |
|
|
2017
Q3 | $1.19M | Buy |
41,595
+1,656
| +4% | +$43.3K | ﹤0.01% | 3083 |
|
|
2017
Q2 | $948K | Sell |
39,939
-7,593
| -16% | -$180K | ﹤0.01% | 3150 |
|
|
2017
Q1 | $1.24M | Sell |
47,532
-44,497
| -48% | -$1.29M | ﹤0.01% | 2922 |
|
|
2016
Q4 | $2.63M | Sell |
92,029
-208,104
| -69% | -$4.95M | ﹤0.01% | 2372 |
|
|
2016
Q3 | $6.72M | Sell |
300,133
-425,044
| -59% | -$8.25M | ﹤0.01% | 1722 |
|
|
2016
Q2 | $12.8M | Buy |
725,177
+200,141
| +38% | +$3.76M | 0.01% | 1278 |
|
|
2016
Q1 | $11.2M | Buy |
525,036
+113,863
| +28% | +$2.06M | 0.01% | 1311 |
|
|
2015
Q4 | $8.65M | Buy |
411,173
+395,201
| +2,474% | +$9.31M | 0.01% | 1527 |
|
|
2015
Q3 | $515K | Buy |
15,972
+8,876
| +125% | +$265K | ﹤0.01% | 3460 |
|
|
2015
Q2 | $188K | Buy |
7,096
+3,220
| +83% | +$76.6K | ﹤0.01% | 4413 |
|
|
2015
Q1 | $90K | Sell |
3,876
-596
| -13% | -$13.1K | ﹤0.01% | 4669 |
|
|
2014
Q4 | $87K | Buy |
+4,472
| New | +$83.9K | ﹤0.01% | 4796 |
|
|
2014
Q1 | – | Sell |
-2,800
| Closed | -$55K | – | 5890 |
|
|
2013
Q4 | $55K | Sell |
2,800
-972
| -26% | -$17.5K | ﹤0.01% | 4842 |
|
|
2013
Q3 | $61K | Sell |
3,772
-9,496
| -72% | -$141K | ﹤0.01% | 4722 |
|
|
2013
Q2 | $152K | Buy |
+13,268
| New | +$138K | ﹤0.01% | 4058 |
|
Other funds holding AX
VPM
VCM
DAM
