Summit Global Investments’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 | $759K | Buy |
9,988
+159
| +2% | +$12.1K | 0.04% | 248 |
|
|
2025
Q1 | $634K | Buy |
9,829
+2,457
| +33% | +$158K | 0.05% | 255 |
|
|
2024
Q4 | $515K | Sell |
7,372
-12,309
| -63% | -$860K | 0.03% | 357 |
|
|
2024
Q3 | $1.24M | Buy |
19,681
+482
| +3% | +$30.3K | 0.08% | 210 |
|
|
2024
Q2 | $1.1M | Sell |
19,199
-642
| -3% | -$36.7K | 0.07% | 230 |
|
|
2024
Q1 | $1.07M | Buy |
+19,841
| New | +$1.07M | 0.08% | 199 |
|