Simplex Trading’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 | – | Sell |
-9,980
| Closed | -$909K | – | 9125 |
|
|
2025
Q4 | $860K | Buy |
9,980
+4,324
| +76% | +$356K | 0.02% | 2777 |
|
|
2025
Q3 | $478K | Buy |
5,656
+2,555
| +82% | +$223K | 0.01% | 3889 |
|
|
2025
Q2 | $235K | Buy |
+3,101
| New | +$210K | 0.01% | 4338 |
|
|
2025
Q1 | – | Sell |
-13,858
| Closed | -$940K | – | 8599 |
|
|
2024
Q4 | $967K | Buy |
13,858
+11,378
| +459% | +$831K | 0.03% | 2873 |
|
|
2024
Q3 | $155K | Buy |
+2,480
| New | +$163K | 0.01% | 4775 |
|
|
2024
Q2 | – | Sell |
-22,891
| Closed | -$1.25M | – | 8862 |
|
|
2024
Q1 | $1.24M | Sell |
22,891
-66,052
| -74% | -$3.48M | 0.04% | 2893 |
|
|
2023
Q4 | $4.86M | Buy |
+88,943
| New | +$3.71M | 0.15% | 1573 |
|
|
2023
Q3 | – | Sell |
-2,245
| Closed | -$94.9K | – | 8736 |
|
|
2023
Q2 | $88K | Buy |
+2,245
| New | +$87K | ﹤0.01% | 5237 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 9078 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 9285 |
|
|
2022
Q3 | – | Sell |
-839
| Closed | -$34K | – | 9970 |
|
|
2022
Q2 | $30K | Sell |
839
-1,664
| -66% | -$64K | ﹤0.01% | 7139 |
|
|
2022
Q1 | $116K | Buy |
+2,503
| New | +$132K | ﹤0.01% | 5933 |
|
|
2021
Q4 | – | Sell |
-1,420
| Closed | -$79.4K | – | 10517 |
|
|
2021
Q3 | $66K | Hold |
1,420
| – | – | ﹤0.01% | 7160 |
|
|
2021
Q2 | $65K | Buy |
+1,420
| New | +$66.3K | ﹤0.01% | 7302 |
|
|
2021
Q1 | – | Sell |
-419
| Closed | -$18.9K | – | 8832 |
|
|
2020
Q4 | $15K | Buy |
+419
| New | +$13.2K | ﹤0.01% | 7149 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7839 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7639 |
|
|
2020
Q1 | – | Sell |
-3,928
| Closed | -$98.7K | – | 7624 |
|
|
2019
Q4 | $118K | Buy |
+3,928
| New | +$115K | 0.01% | 4336 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 7301 |
|
|
2019
Q2 | – | Sell |
-9,065
| Closed | -$267K | – | 7134 |
|
|
2019
Q1 | $262K | Buy |
+9,065
| New | +$272K | 0.02% | 3318 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 7041 |
|
|
2018
Q3 | – | Sell |
-653
| Closed | -$25.1K | – | 7449 |
|
|
2018
Q2 | $26K | Buy |
+653
| New | +$27.1K | ﹤0.01% | 5648 |
|
|
2018
Q1 | – | Sell |
-4,363
| Closed | -$159K | – | 6146 |
|
|
2017
Q4 | $130K | Buy |
+4,363
| New | +$119K | 0.01% | 1599 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 5925 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 6116 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 6175 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 5885 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 5842 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 5860 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 5608 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 5411 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 5516 |
|
|
2015
Q2 | – | Sell |
-1,324
| Closed | -$31.5K | – | 5188 |
|
|
2015
Q1 | $30K | Buy |
+1,324
| New | +$29.1K | 0.01% | 1962 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4658 |
|
Other funds holding AX
VPM
VCM
DAM
