Stifel Financial’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $608K | Buy |
7,144
+31
| +0.4% | +$2.83K | ﹤0.01% | 2750 |
|
|
2025
Q4 | $613K | Buy |
7,113
+10
| +0.1% | +$824 | ﹤0.01% | 2744 |
|
|
2025
Q3 | $601K | Sell |
7,103
-37
| -0.5% | -$3.22K | ﹤0.01% | 2705 |
|
|
2025
Q2 | $543K | Sell |
7,140
-21
| -0.3% | -$1.42K | ﹤0.01% | 2727 |
|
|
2025
Q1 | $462K | Sell |
7,161
-149
| -2% | -$10.1K | ﹤0.01% | 2724 |
|
|
2024
Q4 | $511K | Buy |
7,310
+241
| +3% | +$17.6K | ﹤0.01% | 2662 |
|
|
2024
Q3 | $444K | Sell |
7,069
-71
| -1% | -$4.67K | ﹤0.01% | 2745 |
|
|
2024
Q2 | $408K | Buy |
7,140
+44
| +0.6% | +$2.39K | ﹤0.01% | 2754 |
|
|
2024
Q1 | $383K | Buy |
7,096
+403
| +6% | +$21.2K | ﹤0.01% | 2757 |
|
|
2023
Q4 | $365K | Sell |
6,693
-10,029
| -60% | -$419K | ﹤0.01% | 2737 |
|
|
2023
Q3 | $633K | Buy |
16,722
+5,239
| +46% | +$222K | ﹤0.01% | 2363 |
|
|
2023
Q2 | $453K | Sell |
11,483
-4,078
| -26% | -$158K | ﹤0.01% | 2584 |
|
|
2023
Q1 | $575K | Sell |
15,561
-3,275
| -17% | -$141K | ﹤0.01% | 2433 |
|
|
2022
Q4 | $720K | Sell |
18,836
-72
| -0.4% | -$2.74K | ﹤0.01% | 2250 |
|
|
2022
Q3 | $647K | Buy |
18,908
+42
| +0.2% | +$1.7K | ﹤0.01% | 2278 |
|
|
2022
Q2 | $676K | Sell |
18,866
-1,220
| -6% | -$46.9K | ﹤0.01% | 2283 |
|
|
2022
Q1 | $932K | Buy |
20,086
+2,858
| +17% | +$151K | ﹤0.01% | 2161 |
|
|
2021
Q4 | $963K | Sell |
17,228
-197
| -1% | -$11K | ﹤0.01% | 2163 |
|
|
2021
Q3 | $898K | Sell |
17,425
-223
| -1% | -$10.6K | ﹤0.01% | 2179 |
|
|
2021
Q2 | $819K | Sell |
17,648
-777
| -4% | -$36.3K | ﹤0.01% | 2246 |
|
|
2021
Q1 | $866K | Sell |
18,425
-4,931
| -21% | -$222K | ﹤0.01% | 2087 |
|
|
2020
Q4 | $877K | Sell |
23,356
-14,646
| -39% | -$463K | ﹤0.01% | 1945 |
|
|
2020
Q3 | $886K | Buy |
38,002
+433
| +1% | +$9.9K | ﹤0.01% | 1719 |
|
|
2020
Q2 | $830K | Buy |
37,569
+640
| +2% | +$13K | ﹤0.01% | 1697 |
|
|
2020
Q1 | $672K | Sell |
36,929
-8,191
| -18% | -$206K | ﹤0.01% | 1672 |
|
|
2019
Q4 | $1.37M | Sell |
45,120
-2,553
| -5% | -$74.6K | ﹤0.01% | 1604 |
|
|
2019
Q3 | $1.32M | Sell |
47,673
-3,901
| -8% | -$105K | ﹤0.01% | 1579 |
|
|
2019
Q2 | $1.41M | Buy |
51,574
+33,128
| +180% | +$975K | ﹤0.01% | 1577 |
|
|
2019
Q1 | $534K | Sell |
18,446
-2,125
| -10% | -$63.7K | ﹤0.01% | 2027 |
|
|
2018
Q4 | $518K | Sell |
20,571
-33
| -0.2% | -$995 | ﹤0.01% | 1922 |
|
|
2018
Q3 | $708K | Buy |
20,604
+5,565
| +37% | +$214K | ﹤0.01% | 1904 |
|
|
2018
Q2 | $614K | Sell |
15,039
-7,309
| -33% | -$304K | ﹤0.01% | 1911 |
|
|
2018
Q1 | $906K | Sell |
22,348
-193,408
| -90% | -$7.05M | ﹤0.01% | 1639 |
|
|
2017
Q4 | $6.41M | Sell |
215,756
-30,732
| -12% | -$836K | 0.02% | 675 |
|
|
2017
Q3 | $7M | Buy |
246,488
+22,301
| +10% | +$583K | 0.02% | 621 |
|
|
2017
Q2 | $5.25M | Buy |
224,187
+163,933
| +272% | +$3.88M | 0.02% | 696 |
|
|
2017
Q1 | $1.57M | Sell |
60,254
-4,550
| -7% | -$131K | 0.01% | 1194 |
|
|
2016
Q4 | $1.85M | Buy |
64,804
+38,964
| +151% | +$928K | 0.01% | 1063 |
|
|
2016
Q3 | $579K | Sell |
25,840
-872
| -3% | -$16.9K | ﹤0.01% | 1640 |
|
|
2016
Q2 | $473K | Sell |
26,712
-456
| -2% | -$8.56K | ﹤0.01% | 1789 |
|
|
2016
Q1 | $580K | Sell |
27,168
-40,580
| -60% | -$735K | ﹤0.01% | 1502 |
|
|
2015
Q4 | $1.43M | Buy |
67,748
+27,420
| +68% | +$646K | 0.01% | 1131 |
|
|
2015
Q3 | $1.3M | Buy |
40,328
+40
| +0.1% | +$1.2K | 0.01% | 1110 |
|
|
2015
Q2 | $1.06M | Buy |
+40,288
| New | +$958K | 0.01% | 1335 |
|
Other funds holding AX
VPM
VCM
DAM
