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SkyOak Wealth’s Axos Financial AX Stock Holding History

SkyOak Wealth’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$310K Hold
4,078
– – 0.06% 172
2025
Q1 		$263K Sell
4,078
-616
-13% -$39.7K 0.06% 186
2024
Q4 		$328K Buy
+4,694
New +$328K 0.07% 164