SignatureFD’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 | $14.1K | Buy |
166
+6
| +4% | +$547 | ﹤0.01% | 2363 |
|
|
2025
Q4 | $13.8K | Sell |
160
-4
| -2% | -$329 | ﹤0.01% | 2281 |
|
|
2025
Q3 | $13.9K | Buy |
164
+4
| +3% | +$349 | ﹤0.01% | 2276 |
|
|
2025
Q2 | $12.2K | Hold |
160
| – | – | ﹤0.01% | 2272 |
|
|
2025
Q1 | $10.3K | Hold |
160
| – | – | ﹤0.01% | 2340 |
|
|
2024
Q4 | $11.2K | Hold |
160
| – | – | ﹤0.01% | 2327 |
|
|
2024
Q3 | $10.1K | Hold |
160
| – | – | ﹤0.01% | 2332 |
|
|
2024
Q2 | $9.14K | Sell |
160
-32
| -17% | -$1.74K | ﹤0.01% | 2305 |
|
|
2024
Q1 | $10.4K | Buy |
192
+32
| +20% | +$1.68K | ﹤0.01% | 2283 |
|
|
2023
Q4 | $8.74K | Hold |
160
| – | – | ﹤0.01% | 2321 |
|
|
2023
Q3 | $6.06K | Hold |
160
| – | – | ﹤0.01% | 2419 |
|
|
2023
Q2 | $6.31K | Hold |
160
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q1 | $5.91K | Hold |
160
| – | – | ﹤0.01% | 2446 |
|
|
2022
Q4 | $6.12K | Hold |
160
| – | – | ﹤0.01% | 2373 |
|
|
2022
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 2414 |
|
|
2022
Q2 | $6K | Sell |
160
-9
| -5% | -$346 | ﹤0.01% | 2350 |
|
|
2022
Q1 | $8K | Sell |
169
-51
| -23% | -$2.69K | ﹤0.01% | 2242 |
|
|
2021
Q4 | $12K | Sell |
220
-5
| -2% | -$280 | ﹤0.01% | 2012 |
|
|
2021
Q3 | $12K | Buy |
225
+4
| +2% | +$190 | ﹤0.01% | 1964 |
|
|
2021
Q2 | $10K | Buy |
221
+61
| +38% | +$2.85K | ﹤0.01% | 1970 |
|
|
2021
Q1 | $8K | Hold |
160
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q3 | $4K | Sell |
160
-122
| -43% | -$2.79K | ﹤0.01% | 1946 |
|
|
2020
Q2 | $6K | Hold |
282
| – | – | ﹤0.01% | 1723 |
|
|
2020
Q1 | $5K | Hold |
282
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q4 | $9K | Hold |
282
| – | – | ﹤0.01% | 1489 |
|
|
2019
Q3 | $8K | Hold |
282
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q2 | $8K | Hold |
282
| – | – | ﹤0.01% | 1459 |
|
|
2019
Q1 | $8K | Buy |
282
+122
| +76% | +$3.66K | ﹤0.01% | 1470 |
|
|
2018
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 1563 |
|
|
2018
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 1491 |
|
|
2018
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q1 | $6K | Buy |
+160
| New | +$5.83K | ﹤0.01% | 1346 |
|
Other funds holding AX
VPM
VCM
DAM
