SG Americas Securities’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 | $2.21M | Sell |
25,924
-12,520
| -33% | -$1.14M | ﹤0.01% | 1352 |
|
|
2025
Q4 | $3.31M | Buy |
38,444
+15,509
| +68% | +$1.28M | ﹤0.01% | 1276 |
|
|
2025
Q3 | $1.94M | Buy |
22,935
+21,415
| +1,409% | +$1.87M | 0.01% | 966 |
|
|
2025
Q2 | $116K | Sell |
1,520
-10,110
| -87% | -$683K | ﹤0.01% | 2573 |
|
|
2025
Q1 | $750K | Buy |
+11,630
| New | +$789K | ﹤0.01% | 1425 |
|
|
2024
Q4 | – | Sell |
-7,344
| Closed | -$462K | – | 3144 |
|
|
2024
Q3 | $462K | Sell |
7,344
-24,780
| -77% | -$1.63M | ﹤0.01% | 1753 |
|
|
2024
Q2 | $1.84M | Buy |
32,124
+26,324
| +454% | +$1.43M | 0.01% | 1005 |
|
|
2024
Q1 | $313K | Buy |
5,800
+1,142
| +25% | +$60.1K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $254K | Sell |
4,658
-9,627
| -67% | -$402K | ﹤0.01% | 1953 |
|
|
2023
Q3 | $541K | Buy |
+14,285
| New | +$604K | 0.01% | 1700 |
|
|
2022
Q3 | – | Sell |
-13,792
| Closed | -$494K | – | 3181 |
|
|
2022
Q2 | $494K | Buy |
13,792
+10,456
| +313% | +$402K | 0.01% | 1970 |
|
|
2022
Q1 | $155K | Buy |
3,336
+1,478
| +80% | +$78.1K | ﹤0.01% | 2562 |
|
|
2021
Q4 | $104K | Sell |
1,858
-82,939
| -98% | -$4.64M | ﹤0.01% | 3066 |
|
|
2021
Q3 | $4.37M | Buy |
84,797
+81,294
| +2,321% | +$3.86M | 0.02% | 631 |
|
|
2021
Q2 | $163K | Sell |
3,503
-5,492
| -61% | -$257K | ﹤0.01% | 2427 |
|
|
2021
Q1 | $423K | Sell |
8,995
-3,287
| -27% | -$148K | ﹤0.01% | 2127 |
|
|
2020
Q4 | $461K | Buy |
+12,282
| New | +$388K | ﹤0.01% | 2036 |
|
|
2020
Q3 | – | Sell |
-34,363
| Closed | -$759K | – | 2718 |
|
|
2020
Q2 | $759K | Buy |
34,363
+13,881
| +68% | +$282K | 0.01% | 1684 |
|
|
2020
Q1 | $371K | Buy |
20,482
+13,039
| +175% | +$328K | ﹤0.01% | 2065 |
|
|
2019
Q4 | $225K | Buy |
+7,443
| New | +$218K | ﹤0.01% | 2401 |
|
|
2019
Q2 | – | Sell |
-17,610
| Closed | -$510K | – | 3074 |
|
|
2019
Q1 | $510K | Buy |
+17,610
| New | +$528K | 0.01% | 1824 |
|
|
2018
Q4 | – | Sell |
-9,038
| Closed | -$311K | – | 3046 |
|
|
2018
Q3 | $311K | Sell |
9,038
-4,955
| -35% | -$190K | ﹤0.01% | 2353 |
|
|
2018
Q2 | $572K | Buy |
13,993
+9,239
| +194% | +$384K | 0.01% | 1910 |
|
|
2018
Q1 | $193K | Buy |
+4,754
| New | +$173K | ﹤0.01% | 2456 |
|
|
2017
Q4 | – | Sell |
-11,572
| Closed | -$329K | – | 3187 |
|
|
2017
Q3 | $329K | Buy |
+11,572
| New | +$302K | ﹤0.01% | 2160 |
|
|
2017
Q1 | – | Sell |
-5,244
| Closed | -$150K | – | 3269 |
|
|
2016
Q4 | $150K | Sell |
5,244
-10,583
| -67% | -$252K | ﹤0.01% | 2574 |
|
|
2016
Q3 | $355K | Buy |
+15,827
| New | +$307K | ﹤0.01% | 2004 |
|
|
2015
Q1 | – | Sell |
-15,944
| Closed | -$310K | – | 2523 |
|
|
2014
Q4 | $310K | Buy |
15,944
+9,688
| +155% | +$182K | ﹤0.01% | 2034 |
|
|
2014
Q3 | $114K | Buy |
+6,256
| New | +$118K | ﹤0.01% | 2300 |
|
|
2014
Q2 | – | Sell |
-9,020
| Closed | -$193K | – | 2515 |
|
|
2014
Q1 | $193K | Buy |
+9,020
| New | +$194K | ﹤0.01% | 1947 |
|
|
2013
Q4 | – | Sell |
-12,852
| Closed | -$208K | – | 2660 |
|
|
2013
Q3 | $208K | Buy |
+12,852
| New | +$191K | ﹤0.01% | 2155 |
|
Other funds holding AX
VPM
VCM
DAM
