Russell Investments Group’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 | $4.04M | Sell |
47,450
-32,334
| -41% | -$2.95M | ﹤0.01% | 1478 |
|
|
2025
Q4 | $6.87M | Buy |
79,784
+1,416
| +2% | +$117K | 0.01% | 1124 |
|
|
2025
Q3 | $6.63M | Buy |
78,368
+585
| +0.8% | +$51K | 0.01% | 1141 |
|
|
2025
Q2 | $5.91M | Buy |
77,783
+38,231
| +97% | +$2.58M | 0.01% | 1108 |
|
|
2025
Q1 | $2.55M | Buy |
39,552
+21,847
| +123% | +$1.48M | ﹤0.01% | 1553 |
|
|
2024
Q4 | $1.24M | Sell |
17,705
-612
| -3% | -$44.7K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $1.15M | Sell |
18,317
-3,906
| -18% | -$257K | ﹤0.01% | 1966 |
|
|
2024
Q2 | $1.27M | Buy |
22,223
+3,776
| +20% | +$205K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $997K | Buy |
18,447
+4,957
| +37% | +$261K | ﹤0.01% | 1974 |
|
|
2023
Q4 | $737K | Sell |
13,490
-25,227
| -65% | -$1.05M | ﹤0.01% | 2090 |
|
|
2023
Q3 | $1.47M | Buy |
38,717
+19,170
| +98% | +$811K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $771K | Sell |
19,547
-7,553
| -28% | -$293K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $1M | Buy |
27,100
+521
| +2% | +$22.5K | ﹤0.01% | 1963 |
|
|
2022
Q4 | $1.02M | Hold |
26,579
| – | – | ﹤0.01% | 1967 |
|
|
2022
Q3 | $908K | Hold |
26,579
| – | – | ﹤0.01% | 1978 |
|
|
2022
Q2 | $952K | Sell |
26,579
-9,755
| -27% | -$375K | ﹤0.01% | 1982 |
|
|
2022
Q1 | $1.68M | Sell |
36,334
-30,919
| -46% | -$1.63M | ﹤0.01% | 1718 |
|
|
2021
Q4 | $3.76M | Buy |
67,253
+27,151
| +68% | +$1.52M | 0.01% | 1432 |
|
|
2021
Q3 | $2.07M | Sell |
40,102
-11,727
| -23% | -$556K | ﹤0.01% | 1814 |
|
|
2021
Q2 | $2.4M | Buy |
51,829
+1,372
| +3% | +$64.1K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $2.37M | Sell |
50,457
-33,386
| -40% | -$1.5M | ﹤0.01% | 1778 |
|
|
2020
Q4 | $3.15M | Sell |
83,843
-6,530
| -7% | -$206K | 0.01% | 1501 |
|
|
2020
Q3 | $2.1M | Buy |
90,373
+10,461
| +13% | +$239K | ﹤0.01% | 1647 |
|
|
2020
Q2 | $1.76M | Buy |
79,912
+7,946
| +11% | +$162K | ﹤0.01% | 1713 |
|
|
2020
Q1 | $1.3M | Sell |
71,966
-20,458
| -22% | -$514K | ﹤0.01% | 1708 |
|
|
2019
Q4 | $2.8M | Buy |
92,424
+6,940
| +8% | +$203K | 0.01% | 1541 |
|
|
2019
Q3 | $2.36M | Buy |
85,484
+11,744
| +16% | +$316K | ﹤0.01% | 1583 |
|
|
2019
Q2 | $2.01M | Buy |
73,740
+39,517
| +115% | +$1.16M | ﹤0.01% | 1678 |
|
|
2019
Q1 | $991K | Sell |
34,223
-25,101
| -42% | -$752K | ﹤0.01% | 2064 |
|
|
2018
Q4 | $1.49M | Buy |
+59,324
| New | +$1.79M | ﹤0.01% | 1740 |
|
|
2018
Q3 | – | Sell |
-169,749
| Closed | -$6.94M | – | 2950 |
|
|
2018
Q2 | $6.94M | Sell |
169,749
-7,527
| -4% | -$313K | 0.01% | 1109 |
|
|
2018
Q1 | $7.18M | Sell |
177,276
-159,200
| -47% | -$5.8M | 0.01% | 1159 |
|
|
2017
Q4 | $10.1M | Sell |
336,476
-58,623
| -15% | -$1.59M | 0.02% | 993 |
|
|
2017
Q3 | $11.2M | Buy |
395,099
+69,330
| +21% | +$1.81M | 0.02% | 892 |
|
|
2017
Q2 | $7.73M | Buy |
325,769
+15,880
| +5% | +$376K | 0.01% | 1026 |
|
|
2017
Q1 | $8.1M | Sell |
309,889
-21,867
| -7% | -$632K | 0.01% | 974 |
|
|
2016
Q4 | $9.59M | Buy |
+331,756
| New | +$7.9M | 0.02% | 871 |
|
Other funds holding AX
VPM
VCM
DAM
