Steward Partners Investment Advisory’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 | $282K | Buy |
3,709
+1,227
| +49% | +$93.3K | ﹤0.01% | 1584 |
|
|
2025
Q1 | $160K | Sell |
2,482
-100
| -4% | -$6.45K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $180K | Hold |
2,582
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q3 | $162K | Buy |
2,582
+100
| +4% | +$6.29K | ﹤0.01% | 1634 |
|
|
2024
Q2 | $142K | Sell |
2,482
-1,019
| -29% | -$58.2K | ﹤0.01% | 1613 |
|
|
2024
Q1 | $189K | Buy |
3,501
+739
| +27% | +$39.9K | ﹤0.01% | 1461 |
|
|
2023
Q4 | $151K | Buy |
2,762
+280
| +11% | +$15.3K | ﹤0.01% | 1493 |
|
|
2023
Q3 | $94K | Buy |
2,482
+286
| +13% | +$10.8K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $86.6K | Buy |
2,196
+472
| +27% | +$18.6K | ﹤0.01% | 1654 |
|
|
2023
Q1 | $63.7K | Hold |
1,724
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q4 | $65.9K | Hold |
1,724
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q3 | $59K | Hold |
1,724
| – | – | ﹤0.01% | 1710 |
|
|
2022
Q2 | $62K | Buy |
1,724
+885
| +105% | +$31.8K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $39K | Buy |
839
+720
| +605% | +$33.5K | ﹤0.01% | 2041 |
|
|
2021
Q4 | $7K | Hold |
119
| – | – | ﹤0.01% | 2709 |
|
|
2021
Q3 | $6K | Hold |
119
| – | – | ﹤0.01% | 2742 |
|
|
2021
Q2 | $6K | Hold |
119
| – | – | ﹤0.01% | 6424 |
|
|
2021
Q1 | $5.59K | Hold |
119
| – | – | ﹤0.01% | 2985 |
|
|
2020
Q4 | $4K | Hold |
119
| – | – | ﹤0.01% | 2546 |
|
|
2020
Q3 | $3K | Hold |
119
| – | – | ﹤0.01% | 2475 |
|
|
2020
Q2 | $3K | Hold |
119
| – | – | ﹤0.01% | 2369 |
|
|
2020
Q1 | $2K | Sell |
119
-1,126
| -90% | -$18.9K | ﹤0.01% | 2262 |
|
|
2019
Q4 | $37K | Sell |
1,245
-43
| -3% | -$1.28K | ﹤0.01% | 1526 |
|
|
2019
Q3 | $35K | Sell |
1,288
-169
| -12% | -$4.59K | ﹤0.01% | 1504 |
|
|
2019
Q2 | $39K | Buy |
+1,457
| New | +$39K | ﹤0.01% | 1427 |
|
|
2018
Q4 | – | Sell |
-560
| Closed | -$19K | – | 877 |
|
|
2018
Q3 | $19K | Sell |
560
-1,000
| -64% | -$33.9K | ﹤0.01% | 1569 |
|
|
2018
Q2 | $64K | Hold |
1,560
| – | – | ﹤0.01% | 999 |
|
|
2018
Q1 | $63K | Hold |
1,560
| – | – | ﹤0.01% | 916 |
|
|
2017
Q4 | $46K | Hold |
1,560
| – | – | ﹤0.01% | 855 |
|
|
2017
Q3 | $44K | Buy |
1,560
+1,000
| +179% | +$28.2K | ﹤0.01% | 721 |
|
|
2017
Q2 | $13K | Hold |
560
| – | – | ﹤0.01% | 980 |
|
|
2017
Q1 | $14K | Buy |
+560
| New | +$14K | ﹤0.01% | 846 |
|