UMB Bank’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 | $18.9K | Buy |
249
+55
| +28% | +$4.18K | ﹤0.01% | 1391 |
|
|
2025
Q1 | $12.5K | Buy |
194
+69
| +55% | +$4.45K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $8.73K | Sell |
125
-3
| -2% | -$210 | ﹤0.01% | 1513 |
|
|
2024
Q3 | $8.05K | Buy |
128
+65
| +103% | +$4.09K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $3.6K | Buy |
63
+42
| +200% | +$2.4K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $1.14K | Buy |
+21
| New | +$1.14K | ﹤0.01% | 1725 |
|
|
2023
Q4 | – | Sell |
-106
| Closed | -$4.01K | – | 1617 |
|
|
2023
Q3 | $4.01K | Sell |
106
-143
| -57% | -$5.41K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $9.82K | Buy |
249
+143
| +135% | +$5.64K | ﹤0.01% | 1304 |
|
|
2023
Q1 | $3.91K | Hold |
106
| – | – | ﹤0.01% | 1451 |
|
|
2022
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 1484 |
|
|
2022
Q2 | $4K | Hold |
106
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q1 | $5K | Hold |
106
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q4 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 1570 |
|