Tower Research Capital (TRC)’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 | $302K | Buy |
3,550
+1,373
| +63% | +$125K | 0.01% | 1294 |
|
|
2025
Q4 | $188K | Sell |
2,177
-186
| -8% | -$15.3K | ﹤0.01% | 1484 |
|
|
2025
Q3 | $200K | Sell |
2,363
-6,712
| -74% | -$585K | 0.01% | 1454 |
|
|
2025
Q2 | $690K | Buy |
9,075
+6,947
| +326% | +$470K | 0.02% | 738 |
|
|
2025
Q1 | $137K | Sell |
2,128
-5,619
| -73% | -$381K | ﹤0.01% | 1596 |
|
|
2024
Q4 | $541K | Buy |
7,747
+1,883
| +32% | +$137K | 0.01% | 1001 |
|
|
2024
Q3 | $369K | Sell |
5,864
-25,736
| -81% | -$1.69M | 0.01% | 1081 |
|
|
2024
Q2 | $1.81M | Buy |
31,600
+29,812
| +1,667% | +$1.62M | 0.03% | 472 |
|
|
2024
Q1 | $96.6K | Sell |
1,788
-3,144
| -64% | -$165K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $269K | Sell |
4,932
-9,913
| -67% | -$414K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $562K | Buy |
14,845
+13,655
| +1,147% | +$578K | 0.02% | 804 |
|
|
2023
Q2 | $46.9K | Sell |
1,190
-2,473
| -68% | -$95.8K | ﹤0.01% | 2636 |
|
|
2023
Q1 | $135K | Buy |
3,663
+2,087
| +132% | +$90K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $60K | Sell |
1,576
-15,634
| -91% | -$596K | ﹤0.01% | 2197 |
|
|
2022
Q3 | $589K | Buy |
17,210
+15,258
| +782% | +$618K | 0.01% | 1014 |
|
|
2022
Q2 | $70K | Buy |
1,952
+1,068
| +121% | +$41K | ﹤0.01% | 2572 |
|
|
2022
Q1 | $41K | Sell |
884
-4,148
| -82% | -$219K | ﹤0.01% | 2882 |
|
|
2021
Q4 | $282K | Buy |
5,032
+2,052
| +69% | +$115K | ﹤0.01% | 1514 |
|
|
2021
Q3 | $154K | Sell |
2,980
-7,332
| -71% | -$348K | ﹤0.01% | 2047 |
|
|
2021
Q2 | $478K | Buy |
10,312
+4,325
| +72% | +$202K | 0.01% | 1228 |
|
|
2021
Q1 | $281K | Sell |
5,987
-2,275
| -28% | -$102K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $311K | Sell |
8,262
-42,177
| -84% | -$1.33M | 0.01% | 1362 |
|
|
2020
Q3 | $1.18M | Buy |
50,439
+43,144
| +591% | +$986K | 0.01% | 831 |
|
|
2020
Q2 | $161K | Buy |
7,295
+7,284
| +66,218% | +$148K | 0.01% | 2000 |
|
|
2020
Q1 | $0 | Sell |
11
-464
| -98% | -$11.7K | ﹤0.01% | 3035 |
|
|
2019
Q4 | $14K | Buy |
475
+195
| +70% | +$5.7K | ﹤0.01% | 2133 |
|
|
2019
Q3 | $8K | Sell |
280
-8,308
| -97% | -$224K | ﹤0.01% | 3048 |
|
|
2019
Q2 | $234K | Buy |
+8,588
| New | +$253K | 0.02% | 802 |
|
|
2019
Q1 | – | Sell |
-216
| Closed | -$5K | – | 3777 |
|
|
2018
Q4 | $5K | Sell |
216
-482
| -69% | -$14.5K | ﹤0.01% | 2879 |
|
|
2018
Q3 | $24K | Sell |
698
-8
| -1% | -$307 | ﹤0.01% | 2210 |
|
|
2018
Q2 | $29K | Sell |
706
-9,078
| -93% | -$377K | ﹤0.01% | 2188 |
|
|
2018
Q1 | $397K | Buy |
+9,784
| New | +$357K | 0.03% | 574 |
|
|
2017
Q4 | – | Sell |
-8,978
| Closed | -$255K | – | 3516 |
|
|
2017
Q3 | $255K | Buy |
+8,978
| New | +$235K | 0.02% | 586 |
|
|
2017
Q1 | – | Sell |
-2,628
| Closed | -$75K | – | 3047 |
|
|
2016
Q4 | $75K | Buy |
+2,628
| New | +$62.6K | 0.01% | 1128 |
|
|
2016
Q3 | – | Sell |
-3,434
| Closed | -$61K | – | 3618 |
|
|
2016
Q2 | $61K | Buy |
3,434
+3,407
| +12,619% | +$64K | 0.01% | 1418 |
|
|
2016
Q1 | $1K | Buy |
+27
| New | +$489 | ﹤0.01% | 3634 |
|
|
2015
Q4 | – | Sell |
-96
| Closed | -$3K | – | 4461 |
|
|
2015
Q3 | $3K | Sell |
96
-724
| -88% | -$21.6K | ﹤0.01% | 3096 |
|
|
2015
Q2 | $22K | Sell |
820
-1,212
| -60% | -$28.8K | ﹤0.01% | 2006 |
|
|
2015
Q1 | $47K | Buy |
2,032
+2,020
| +16,833% | +$44.4K | 0.01% | 1511 |
|
|
2014
Q4 | $0 | Sell |
12
-640
| -98% | -$12K | ﹤0.01% | 4007 |
|
|
2014
Q3 | $12K | Sell |
652
-288
| -31% | -$5.43K | ﹤0.01% | 2690 |
|
|
2014
Q2 | $17K | Sell |
940
-4,924
| -84% | -$96.9K | ﹤0.01% | 1929 |
|
|
2014
Q1 | $126K | Buy |
5,864
+5,552
| +1,779% | +$119K | 0.02% | 592 |
|
|
2013
Q4 | $6K | Sell |
312
-10,784
| -97% | -$194K | ﹤0.01% | 3376 |
|
|
2013
Q3 | $180K | Buy |
11,096
+10,664
| +2,469% | +$159K | 0.02% | 816 |
|
|
2013
Q2 | $5K | Buy |
+432
| New | +$4.49K | ﹤0.01% | 2916 |
|
Other funds holding AX
VPM
VCM
DAM
