WAM
Wakefield Asset Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
17,078
-201
| -1% | -$15.3K | 0.36% | 85 |
|
|
2025
Q1 | $1.11M | Sell |
17,279
-2,755
| -14% | -$178K | 0.34% | 93 |
|
|
2024
Q4 | $1.4M | Sell |
20,034
-89
| -0.4% | -$6.22K | 0.47% | 63 |
|
|
2024
Q3 | $1.27M | Sell |
20,123
-313
| -2% | -$19.7K | 0.41% | 69 |
|
|
2024
Q2 | $1.17M | Sell |
20,436
-374
| -2% | -$21.4K | 0.41% | 65 |
|
|
2024
Q1 | $1.12M | Buy |
20,810
+94
| +0.5% | +$5.08K | 0.39% | 69 |
|
|
2023
Q4 | $1.13M | Buy |
20,716
+5,140
| +33% | +$281K | 0.42% | 64 |
|
|
2023
Q3 | $590K | Sell |
15,576
-673
| -4% | -$25.5K | 0.27% | 114 |
|
|
2023
Q2 | $641K | Buy |
16,249
+110
| +0.7% | +$4.34K | 0.26% | 119 |
|
|
2023
Q1 | $596K | Buy |
+16,139
| New | +$596K | 0.25% | 121 |
|