Steward Partners Investment Advisory’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $282K | Buy |
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|
2025
Q1 | $160K | Sell |
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|
2024
Q4 | $180K | Hold |
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|
2024
Q3 | $162K | Buy |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $94K | Buy |
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|
2023
Q2 | $86.6K | Buy |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $65.9K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $5.59K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $37K | Sell |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $39K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Sell |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $63K | Hold |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $44K | Buy |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $14K | Buy |
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