Truist 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 | $1.15M | Buy |
13,496
+1,498
| +12% | +$137K | ﹤0.01% | 1622 |
|
|
2025
Q4 | $1.03M | Sell |
11,998
-365
| -3% | -$30.1K | ﹤0.01% | 1649 |
|
|
2025
Q3 | $1.05M | Sell |
12,363
-120
| -1% | -$10.5K | ﹤0.01% | 1640 |
|
|
2025
Q2 | $949K | Buy |
12,483
+2,457
| +25% | +$166K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $647K | Buy |
10,026
+496
| +5% | +$33.6K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $666K | Sell |
9,530
-584
| -6% | -$42.6K | ﹤0.01% | 1737 |
|
|
2024
Q3 | $636K | Sell |
10,114
-10,403
| -51% | -$684K | ﹤0.01% | 1738 |
|
|
2024
Q2 | $1.17M | Buy |
20,517
+950
| +5% | +$51.7K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $1.06M | Buy |
19,567
+44
| +0.2% | +$2.31K | ﹤0.01% | 1589 |
|
|
2023
Q4 | $1.07M | Sell |
19,523
-3,717
| -16% | -$155K | ﹤0.01% | 1559 |
|
|
2023
Q3 | $880K | Sell |
23,240
-2,342
| -9% | -$99.1K | ﹤0.01% | 1624 |
|
|
2023
Q2 | $1.01M | Buy |
25,582
+5,451
| +27% | +$211K | ﹤0.01% | 1583 |
|
|
2023
Q1 | $743K | Sell |
20,131
-19,673
| -49% | -$849K | ﹤0.01% | 1723 |
|
|
2022
Q4 | $1.52M | Sell |
39,804
-1,789
| -4% | -$68.2K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $1.42M | Buy |
41,593
+4,163
| +11% | +$168K | ﹤0.01% | 1349 |
|
|
2022
Q2 | $1.34M | Buy |
37,430
+8,334
| +29% | +$320K | ﹤0.01% | 1411 |
|
|
2022
Q1 | $1.35M | Buy |
29,096
+32
| +0.1% | +$1.69K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $1.63M | Sell |
29,064
-1,971
| -6% | -$110K | ﹤0.01% | 1394 |
|
|
2021
Q3 | $1.6M | Buy |
31,035
+1,737
| +6% | +$82.4K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $1.36M | Sell |
29,298
-13,247
| -31% | -$619K | ﹤0.01% | 1473 |
|
|
2021
Q1 | $2M | Buy |
42,545
+15,003
| +54% | +$676K | ﹤0.01% | 1234 |
|
|
2020
Q4 | $1.03M | Buy |
27,542
+6,371
| +30% | +$201K | ﹤0.01% | 1457 |
|
|
2020
Q3 | $493K | Buy |
+21,171
| New | +$484K | ﹤0.01% | 1741 |
|
Other funds holding AX
VPM
VCM
DAM
