Steward Partners Investment Advisory’s AXIS Capital AXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Sell |
3,946
-721
| -15% | -$74K | ﹤0.01% | 1633 |
|
|
2025
Q4 | $500K | Sell |
4,667
-5,549
| -54% | -$551K | ﹤0.01% | 1427 |
|
|
2025
Q3 | $979K | Buy |
10,216
+10,070
| +6,897% | +$975K | 0.01% | 1058 |
|
|
2025
Q2 | $15.2K | Sell |
146
-484
| -77% | -$48.2K | ﹤0.01% | 3028 |
|
|
2025
Q1 | $63.2K | Buy |
630
+34
| +6% | +$3.14K | ﹤0.01% | 2260 |
|
|
2024
Q4 | $52.8K | Buy |
+596
| New | +$51K | ﹤0.01% | 2307 |
|
|
2024
Q2 | – | Sell |
-1,517
| Closed | -$98.6K | – | 3615 |
|
|
2024
Q1 | $98.6K | Buy |
1,517
+472
| +45% | +$28.3K | ﹤0.01% | 1775 |
|
|
2023
Q4 | $57.9K | Buy |
1,045
+391
| +60% | +$21.7K | ﹤0.01% | 1914 |
|
|
2023
Q3 | $36.9K | Buy |
654
+610
| +1,386% | +$33.7K | ﹤0.01% | 2047 |
|
|
2023
Q2 | $2.37K | Hold |
44
| – | – | ﹤0.01% | 2996 |
|
|
2023
Q1 | $2.4K | Hold |
44
| – | – | ﹤0.01% | 2981 |
|
|
2022
Q4 | $2.38K | Hold |
44
| – | – | ﹤0.01% | 2985 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 2895 |
|
|
2022
Q1 | $3K | Sell |
44
-1,370
| -97% | -$76.3K | ﹤0.01% | 3002 |
|
|
2021
Q4 | $77K | Buy |
1,414
+5
| +0.4% | +$259 | ﹤0.01% | 1703 |
|
|
2021
Q3 | $65K | Sell |
1,409
-2,819
| -67% | -$140K | ﹤0.01% | 1749 |
|
|
2021
Q2 | $207K | Sell |
4,228
-4,062
| -49% | -$216K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $411K | Buy |
8,290
+7,213
| +670% | +$361K | 0.01% | 962 |
|
|
2020
Q4 | $54K | Sell |
1,077
-467
| -30% | -$22.6K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $68K | Buy |
1,544
+1,291
| +510% | +$56.3K | ﹤0.01% | 1366 |
|
|
2020
Q2 | $10K | Buy |
253
+154
| +156% | +$5.93K | ﹤0.01% | 2028 |
|
|
2020
Q1 | $3K | Hold |
99
| – | – | ﹤0.01% | 2195 |
|
|
2019
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 2183 |
|
|
2019
Q2 | $5K | Buy |
+99
| New | +$5.76K | ﹤0.01% | 2204 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$3K | – | 881 |
|
|
2018
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2260 |
|
|
2018
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2107 |
|
|
2018
Q1 | $3K | Buy |
+55
| New | +$2.84K | ﹤0.01% | 1902 |
|
Other funds holding AXS
VPM
VCM
AGA
