Wakefield Asset Management’s Axos Financial AX Stock Holding History

Wakefield Asset Management’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell
2025 Q1	$1.11M	Sell
2024 Q4	$1.4M	Sell
2024 Q3	$1.27M	Sell
2024 Q2	$1.17M	Sell
2024 Q1	$1.12M	Buy
2023 Q4	$1.13M	Buy
2023 Q3	$590K	Sell
2023 Q2	$641K	Buy
2023 Q1	$596K	Buy