Van Hulzen Asset Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $891K | Buy |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $682K | Buy |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $382K | Buy |
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|
2018
Q2 | $364K | Buy |
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|
2018
Q1 | $297K | Buy |
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|
2017
Q4 | $210K | Sell |
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|
2017
Q3 | $211K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $175K | Buy |
|