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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Sell |
16,174
-3,964
| -20% | -$361K | 0.1% | 131 |
|
|
2025
Q4 | $1.74M | Sell |
20,138
-2,266
| -10% | -$187K | 0.13% | 114 |
|
|
2025
Q3 | $1.9M | Sell |
22,404
-921
| -4% | -$80.3K | 0.14% | 110 |
|
|
2025
Q2 | $1.77M | Sell |
23,325
-3,689
| -14% | -$249K | 0.15% | 110 |
|
|
2025
Q1 | $1.74M | Sell |
27,014
-1,642
| -6% | -$111K | 0.16% | 112 |
|
|
2024
Q4 | $2M | Buy |
28,656
+1,311
| +5% | +$95.7K | 0.15% | 120 |
|
|
2024
Q3 | $1.72M | Buy |
27,345
+896
| +3% | +$58.9K | 0.12% | 127 |
|
|
2024
Q2 | $1.51M | Buy |
26,449
+1,082
| +4% | +$58.9K | 0.1% | 133 |
|
|
2024
Q1 | $1.37M | Buy |
25,367
+1,991
| +9% | +$105K | 0.09% | 142 |
|
|
2023
Q4 | $1.28M | Sell |
23,376
-8,274
| -26% | -$345K | 0.09% | 138 |
|
|
2023
Q3 | $1.2M | Buy |
31,650
+9,056
| +40% | +$383K | 0.09% | 139 |
|
|
2023
Q2 | $891K | Buy |
22,594
+11,608
| +106% | +$450K | 0.08% | 130 |
|
|
2023
Q1 | $406K | Buy |
10,986
+1,469
| +15% | +$63.4K | 0.04% | 198 |
|
|
2022
Q4 | $364K | Buy |
9,517
+491
| +5% | +$18.7K | 0.04% | 210 |
|
|
2022
Q3 | $309K | Buy |
9,026
+304
| +3% | +$12.3K | 0.04% | 210 |
|
|
2022
Q2 | $313K | Sell |
8,722
-4,798
| -35% | -$184K | 0.04% | 214 |
|
|
2022
Q1 | $627K | Buy |
13,520
+430
| +3% | +$22.7K | 0.07% | 147 |
|
|
2021
Q4 | $732K | Sell |
13,090
-1,517
| -10% | -$84.9K | 0.08% | 141 |
|
|
2021
Q3 | $753K | Sell |
14,607
-88
| -0.6% | -$4.17K | 0.11% | 109 |
|
|
2021
Q2 | $682K | Buy |
14,695
+3,926
| +36% | +$183K | 0.1% | 116 |
|
|
2021
Q1 | $506K | Buy |
10,769
+449
| +4% | +$20.2K | 0.08% | 138 |
|
|
2020
Q4 | $387K | Buy |
+10,320
| New | +$326K | 0.06% | 180 |
|
|
2020
Q1 | – | Sell |
-14,786
| Closed | -$448K | – | 252 |
|
|
2019
Q4 | $448K | Sell |
14,786
-373
| -2% | -$10.9K | 0.09% | 159 |
|
|
2019
Q3 | $419K | Sell |
15,159
-351
| -2% | -$9.45K | 0.09% | 161 |
|
|
2019
Q2 | $423K | Sell |
15,510
-115
| -0.7% | -$3.38K | 0.09% | 155 |
|
|
2019
Q1 | $452K | Buy |
15,625
+613
| +4% | +$18.4K | 0.12% | 124 |
|
|
2018
Q4 | $378K | Buy |
15,012
+3,902
| +35% | +$118K | 0.11% | 136 |
|
|
2018
Q3 | $382K | Buy |
11,110
+2,205
| +25% | +$84.7K | 0.1% | 141 |
|
|
2018
Q2 | $364K | Buy |
8,905
+1,585
| +22% | +$65.9K | 0.11% | 127 |
|
|
2018
Q1 | $297K | Buy |
7,320
+290
| +4% | +$10.6K | 0.09% | 144 |
|
|
2017
Q4 | $210K | Sell |
7,030
-390
| -5% | -$10.6K | 0.06% | 196 |
|
|
2017
Q3 | $211K | Buy |
+7,420
| New | +$194K | 0.07% | 162 |
|
|
2016
Q4 | – | Sell |
-7,815
| Closed | -$175K | – | 137 |
|
|
2016
Q3 | $175K | Buy |
+7,815
| New | +$152K | 0.1% | 116 |
|
Other funds holding AX
VPM
VCM
DAM
