United Services Automobile Association’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 | – | Sell |
-3,336
| Closed | -$212K | – | 114 |
|
|
2025
Q1 | $212K | Buy |
+3,336
| New | +$212K | 0.01% | 1001 |
|
|
2019
Q3 | – | Sell |
-8,243
| Closed | -$225K | – | 557 |
|
|
2019
Q2 | $225K | Sell |
8,243
-693
| -8% | -$18.9K | ﹤0.01% | 1996 |
|
|
2019
Q1 | $259K | Hold |
8,936
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q4 | $225K | Sell |
8,936
-1,465
| -14% | -$36.9K | ﹤0.01% | 1971 |
|
|
2018
Q3 | $358K | Sell |
10,401
-19,789
| -66% | -$681K | ﹤0.01% | 1845 |
|
|
2018
Q2 | $1.24M | Buy |
30,190
+1,274
| +4% | +$52.1K | ﹤0.01% | 1276 |
|
|
2018
Q1 | $1.17M | Sell |
28,916
-4,954
| -15% | -$201K | ﹤0.01% | 1301 |
|
|
2017
Q4 | $1.01M | Hold |
33,870
| – | – | ﹤0.01% | 1212 |
|
|
2017
Q3 | $964K | Buy |
+33,870
| New | +$964K | ﹤0.01% | 1193 |
|