Sterling Capital Management’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 | $820K | Buy |
10,780
+408
| +4% | +$31K | 0.01% | 698 |
|
|
2025
Q1 | $669K | Sell |
10,372
-1,580
| -13% | -$102K | 0.01% | 723 |
|
|
2024
Q4 | $835K | Buy |
11,952
+1,402
| +13% | +$97.9K | 0.01% | 694 |
|
|
2024
Q3 | $663K | Buy |
+10,550
| New | +$663K | 0.01% | 728 |
|
|
2017
Q4 | – | Sell |
-30,016
| Closed | -$855K | – | 885 |
|
|
2017
Q3 | $855K | Buy |
+30,016
| New | +$855K | 0.01% | 672 |
|
|
2017
Q2 | – | Sell |
-29,729
| Closed | -$777K | – | 932 |
|
|
2017
Q1 | $777K | Hold |
29,729
| – | – | 0.01% | 705 |
|
|
2016
Q4 | $849K | Buy |
+29,729
| New | +$849K | 0.01% | 647 |
|
|
2016
Q2 | – | Sell |
-28,026
| Closed | -$598K | – | 927 |
|
|
2016
Q1 | $598K | Buy |
+28,026
| New | +$598K | 0.01% | 690 |
|