Steward Partners Investment Advisory’s Axos Financial AX Stock Holding History

Steward Partners Investment Advisory’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Hold	2,482	–	–	﹤0.01%	1993
2025 Q4	$214K	Hold	2,482	–	–	﹤0.01%	1899
2025 Q3	$210K	Sell	2,482 -1,227	-33%	-$107K	﹤0.01%	1845
2025 Q2	$282K	Buy	3,709 +1,227	+49%	+$82.9K	﹤0.01%	1584
2025 Q1	$160K	Sell	2,482 -100	-4%	-$6.78K	﹤0.01%	1753
2024 Q4	$180K	Hold	2,582	–	–	﹤0.01%	1671
2024 Q3	$162K	Buy	2,582 +100	+4%	+$6.57K	﹤0.01%	1634
2024 Q2	$142K	Sell	2,482 -1,019	-29%	-$55.4K	﹤0.01%	1613
2024 Q1	$189K	Buy	3,501 +739	+27%	+$38.9K	﹤0.01%	1461
2023 Q4	$151K	Buy	2,762 +280	+11%	+$11.7K	﹤0.01%	1493
2023 Q3	$94K	Buy	2,482 +286	+13%	+$12.1K	﹤0.01%	1598
2023 Q2	$86.6K	Buy	2,196 +472	+27%	+$18.3K	﹤0.01%	1654
2023 Q1	$63.6K	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%	+$34K	﹤0.01%	1695
2022 Q1	$39K	Buy	839 +720	+605%	+$38K	﹤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%	6426
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%	-$28.3K	﹤0.01%	2262
2019 Q4	$37K	Sell	1,245 -43	-3%	-$1.26K	﹤0.01%	1526
2019 Q3	$35K	Sell	1,288 -169	-12%	-$4.55K	﹤0.01%	1504
2019 Q2	$39K	Buy	+1,457	New	+$42.9K	﹤0.01%	1427
2018 Q4	–	Sell	-560	Closed	-$19K	–	877
2018 Q3	$19K	Sell	560 -1,000	-64%	-$38.4K	﹤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%	+$26.1K	﹤0.01%	721
2017 Q2	$13K	Hold	560	–	–	﹤0.01%	980
2017 Q1	$14K	Buy	+560	New	+$16.2K	﹤0.01%	846