SEI Investments’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 | $1.59M | Sell |
20,969
-101,072
| -83% | -$7.69M | ﹤0.01% | 1740 |
|
|
2025
Q1 | $7.87M | Buy |
122,041
+33,523
| +38% | +$2.16M | 0.01% | 1073 |
|
|
2024
Q4 | $6.18M | Buy |
88,518
+18,013
| +26% | +$1.26M | 0.01% | 1198 |
|
|
2024
Q3 | $4.43M | Buy |
70,505
+4,985
| +8% | +$313K | 0.01% | 1340 |
|
|
2024
Q2 | $3.74M | Buy |
65,520
+16,287
| +33% | +$931K | 0.01% | 1351 |
|
|
2024
Q1 | $2.66M | Buy |
49,233
+4,370
| +10% | +$236K | ﹤0.01% | 1490 |
|
|
2023
Q4 | $2.45M | Sell |
44,863
-57,939
| -56% | -$3.16M | ﹤0.01% | 1511 |
|
|
2023
Q3 | $3.89M | Buy |
102,802
+85,750
| +503% | +$3.25M | 0.01% | 1286 |
|
|
2023
Q2 | $672K | Sell |
17,052
-706
| -4% | -$27.8K | ﹤0.01% | 2025 |
|
|
2023
Q1 | $656K | Sell |
17,758
-5,184
| -23% | -$191K | ﹤0.01% | 2033 |
|
|
2022
Q4 | $877K | Sell |
22,942
-415
| -2% | -$15.9K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $800K | Buy |
23,357
+1,781
| +8% | +$61K | ﹤0.01% | 1893 |
|
|
2022
Q2 | $796K | Buy |
21,576
+1,679
| +8% | +$61.9K | ﹤0.01% | 1916 |
|
|
2022
Q1 | $979K | Sell |
19,897
-16,923
| -46% | -$833K | ﹤0.01% | 1819 |
|
|
2021
Q4 | $2.08M | Sell |
36,820
-5,085
| -12% | -$288K | ﹤0.01% | 1569 |
|
|
2021
Q3 | $2.19M | Sell |
41,905
-854
| -2% | -$44.7K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $2.02M | Sell |
42,759
-8,435
| -16% | -$399K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $2.27M | Sell |
51,194
-4,242
| -8% | -$188K | 0.01% | 1394 |
|
|
2020
Q4 | $2.12M | Buy |
55,436
+24,958
| +82% | +$954K | 0.01% | 1357 |
|
|
2020
Q3 | $684K | Sell |
30,478
-18,893
| -38% | -$424K | ﹤0.01% | 1773 |
|
|
2020
Q2 | $1.07M | Buy |
49,371
+2,681
| +6% | +$58.2K | ﹤0.01% | 1531 |
|
|
2020
Q1 | $808K | Sell |
46,690
-1,193
| -2% | -$20.6K | ﹤0.01% | 1547 |
|
|
2019
Q4 | $1.5M | Buy |
47,883
+4,802
| +11% | +$150K | ﹤0.01% | 1473 |
|
|
2019
Q3 | $1.23M | Buy |
43,081
+16,545
| +62% | +$473K | ﹤0.01% | 1524 |
|
|
2019
Q2 | $753K | Buy |
26,536
+13,872
| +110% | +$394K | ﹤0.01% | 1694 |
|
|
2019
Q1 | $402K | Sell |
12,664
-19,540
| -61% | -$620K | ﹤0.01% | 2001 |
|
|
2018
Q4 | $824K | Buy |
32,204
+30,883
| +2,338% | +$790K | ﹤0.01% | 1592 |
|
|
2018
Q3 | $61K | Sell |
1,321
-3,503
| -73% | -$162K | ﹤0.01% | 2186 |
|
|
2018
Q2 | $197K | Buy |
4,824
+600
| +14% | +$24.5K | ﹤0.01% | 2069 |
|
|
2018
Q1 | $172K | Sell |
4,224
-135
| -3% | -$5.5K | ﹤0.01% | 1942 |
|
|
2017
Q4 | $131K | Buy |
4,359
+360
| +9% | +$10.8K | ﹤0.01% | 2052 |
|
|
2017
Q3 | $114K | Sell |
3,999
-37,335
| -90% | -$1.06M | ﹤0.01% | 2041 |
|
|
2017
Q2 | $981K | Buy |
41,334
+38,947
| +1,632% | +$924K | ﹤0.01% | 1432 |
|
|
2017
Q1 | $62K | Sell |
2,387
-29,527
| -93% | -$767K | ﹤0.01% | 2071 |
|
|
2016
Q4 | $911K | Buy |
31,914
+27,654
| +649% | +$789K | ﹤0.01% | 1398 |
|
|
2016
Q3 | $96K | Buy |
4,260
+237
| +6% | +$5.34K | ﹤0.01% | 1889 |
|
|
2016
Q2 | $71K | Buy |
4,023
+1,292
| +47% | +$22.8K | ﹤0.01% | 1833 |
|
|
2016
Q1 | $58K | Sell |
2,731
-3,111
| -53% | -$66.1K | ﹤0.01% | 1809 |
|
|
2015
Q4 | $123K | Buy |
5,842
+5,502
| +1,618% | +$116K | ﹤0.01% | 1656 |
|
|
2015
Q3 | $11K | Buy |
+340
| New | +$11K | ﹤0.01% | 2162 |
|
|
2015
Q2 | – | Sell |
-104
| Closed | -$3K | – | 2263 |
|
|
2015
Q1 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 2080 |
|