Vontobel Holding’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 | $279K | Hold |
3,675
| – | – | ﹤0.01% | 947 |
|
|
2025
Q1 | $237K | Buy |
3,675
+117
| +3% | +$7.55K | ﹤0.01% | 962 |
|
|
2024
Q4 | $249K | Sell |
3,558
-2,866
| -45% | -$200K | ﹤0.01% | 952 |
|
|
2024
Q3 | $404K | Sell |
6,424
-441
| -6% | -$27.7K | ﹤0.01% | 845 |
|
|
2024
Q2 | $392K | Sell |
6,865
-2,339
| -25% | -$134K | ﹤0.01% | 840 |
|
|
2024
Q1 | $497K | Buy |
+9,204
| New | +$497K | ﹤0.01% | 776 |
|