SG Americas Securities’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 | $116K | Sell |
1,520
-10,110
| -87% | -$772K | ﹤0.01% | 2283 |
|
|
2025
Q1 | $750K | Buy |
+11,630
| New | +$750K | ﹤0.01% | 1275 |
|
|
2024
Q4 | – | Sell |
-7,344
| Closed | -$462K | – | 2701 |
|
|
2024
Q3 | $462K | Sell |
7,344
-24,780
| -77% | -$1.56M | ﹤0.01% | 1548 |
|
|
2024
Q2 | $1.84M | Buy |
32,124
+26,324
| +454% | +$1.5M | 0.01% | 926 |
|
|
2024
Q1 | $313K | Buy |
5,800
+1,142
| +25% | +$61.6K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $254K | Sell |
4,658
-9,627
| -67% | -$525K | ﹤0.01% | 1761 |
|
|
2023
Q3 | $541K | Buy |
+14,285
| New | +$541K | 0.01% | 1565 |
|
|
2022
Q3 | – | Sell |
-13,792
| Closed | -$494K | – | 2790 |
|
|
2022
Q2 | $494K | Buy |
13,792
+10,456
| +313% | +$375K | 0.01% | 1789 |
|
|
2022
Q1 | $155K | Buy |
3,336
+1,478
| +80% | +$68.7K | ﹤0.01% | 2283 |
|
|
2021
Q4 | $104K | Sell |
1,858
-82,939
| -98% | -$4.64M | ﹤0.01% | 2767 |
|
|
2021
Q3 | $4.37M | Buy |
84,797
+81,294
| +2,321% | +$4.19M | 0.02% | 560 |
|
|
2021
Q2 | $163K | Sell |
3,503
-5,492
| -61% | -$256K | ﹤0.01% | 2194 |
|
|
2021
Q1 | $423K | Sell |
8,995
-3,287
| -27% | -$155K | ﹤0.01% | 1933 |
|
|
2020
Q4 | $461K | Buy |
+12,282
| New | +$461K | ﹤0.01% | 1790 |
|
|
2020
Q3 | – | Sell |
-34,363
| Closed | -$759K | – | 2196 |
|
|
2020
Q2 | $759K | Buy |
34,363
+13,881
| +68% | +$307K | 0.01% | 1428 |
|
|
2020
Q1 | $371K | Buy |
20,482
+13,039
| +175% | +$236K | ﹤0.01% | 1708 |
|
|
2019
Q4 | $225K | Buy |
+7,443
| New | +$225K | ﹤0.01% | 2071 |
|
|
2019
Q2 | – | Sell |
-17,610
| Closed | -$510K | – | 2545 |
|
|
2019
Q1 | $510K | Buy |
+17,610
| New | +$510K | ﹤0.01% | 1598 |
|
|
2018
Q4 | – | Sell |
-9,038
| Closed | -$311K | – | 2445 |
|
|
2018
Q3 | $311K | Sell |
9,038
-4,955
| -35% | -$171K | ﹤0.01% | 2061 |
|
|
2018
Q2 | $572K | Buy |
13,993
+9,239
| +194% | +$378K | 0.01% | 1689 |
|
|
2018
Q1 | $193K | Buy |
+4,754
| New | +$193K | ﹤0.01% | 2082 |
|
|
2017
Q4 | – | Sell |
-11,572
| Closed | -$329K | – | 2543 |
|
|
2017
Q3 | $329K | Buy |
+11,572
| New | +$329K | ﹤0.01% | 1872 |
|
|
2017
Q1 | – | Sell |
-5,244
| Closed | -$150K | – | 2788 |
|
|
2016
Q4 | $150K | Sell |
5,244
-10,583
| -67% | -$303K | ﹤0.01% | 2274 |
|
|
2016
Q3 | $355K | Buy |
+15,827
| New | +$355K | ﹤0.01% | 1774 |
|
|
2015
Q1 | – | Sell |
-15,944
| Closed | -$310K | – | 2116 |
|
|
2014
Q4 | $310K | Buy |
15,944
+9,688
| +155% | +$188K | ﹤0.01% | 1811 |
|
|
2014
Q3 | $114K | Buy |
+6,256
| New | +$114K | ﹤0.01% | 1984 |
|
|
2014
Q2 | – | Sell |
-9,020
| Closed | -$193K | – | 2088 |
|
|
2014
Q1 | $193K | Buy |
+9,020
| New | +$193K | ﹤0.01% | 1727 |
|
|
2013
Q4 | – | Sell |
-12,852
| Closed | -$208K | – | 2181 |
|
|
2013
Q3 | $208K | Buy |
+12,852
| New | +$208K | ﹤0.01% | 1906 |
|