Truist Financial’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 | $949K | Buy |
12,483
+2,457
| +25% | +$187K | ﹤0.01% | 1615 |
|
|
2025
Q1 | $647K | Buy |
10,026
+496
| +5% | +$32K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $666K | Sell |
9,530
-584
| -6% | -$40.8K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $636K | Sell |
10,114
-10,403
| -51% | -$654K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $1.17M | Buy |
20,517
+950
| +5% | +$54.3K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $1.06M | Buy |
19,567
+44
| +0.2% | +$2.38K | ﹤0.01% | 1584 |
|
|
2023
Q4 | $1.07M | Sell |
19,523
-3,717
| -16% | -$203K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $880K | Sell |
23,240
-2,342
| -9% | -$88.7K | ﹤0.01% | 1620 |
|
|
2023
Q2 | $1.01M | Buy |
25,582
+5,451
| +27% | +$215K | ﹤0.01% | 1579 |
|
|
2023
Q1 | $743K | Sell |
20,131
-19,673
| -49% | -$726K | ﹤0.01% | 1717 |
|
|
2022
Q4 | $1.52M | Sell |
39,804
-1,789
| -4% | -$68.4K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $1.42M | Buy |
41,593
+4,163
| +11% | +$143K | ﹤0.01% | 1345 |
|
|
2022
Q2 | $1.34M | Buy |
37,430
+8,334
| +29% | +$299K | ﹤0.01% | 1408 |
|
|
2022
Q1 | $1.35M | Buy |
29,096
+32
| +0.1% | +$1.48K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $1.63M | Sell |
29,064
-1,971
| -6% | -$110K | ﹤0.01% | 1386 |
|
|
2021
Q3 | $1.6M | Buy |
31,035
+1,737
| +6% | +$89.5K | ﹤0.01% | 1375 |
|
|
2021
Q2 | $1.36M | Sell |
29,298
-13,247
| -31% | -$614K | ﹤0.01% | 1467 |
|
|
2021
Q1 | $2M | Buy |
42,545
+15,003
| +54% | +$705K | ﹤0.01% | 1230 |
|
|
2020
Q4 | $1.03M | Buy |
27,542
+6,371
| +30% | +$239K | ﹤0.01% | 1448 |
|
|
2020
Q3 | $493K | Buy |
+21,171
| New | +$493K | ﹤0.01% | 1722 |
|