Waterloo Capital’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 | $484K | Sell |
6,360
-6
| -0.1% | -$456 | 0.04% | 276 |
|
|
2025
Q1 | $411K | Buy |
6,366
+6
| +0.1% | +$387 | 0.04% | 277 |
|
|
2024
Q4 | $444K | Hold |
6,360
| – | – | 0.05% | 248 |
|
|
2024
Q3 | $400K | Hold |
6,360
| – | – | 0.04% | 274 |
|
|
2024
Q2 | $363K | Hold |
6,360
| – | – | 0.04% | 267 |
|
|
2024
Q1 | $344K | Buy |
6,360
+10
| +0.2% | +$540 | 0.04% | 268 |
|
|
2023
Q4 | $347K | Hold |
6,350
| – | – | 0.06% | 267 |
|
|
2023
Q3 | $240K | Hold |
6,350
| – | – | 0.07% | 168 |
|
|
2023
Q2 | $250K | Hold |
6,350
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $234K | Buy |
+6,350
| New | +$234K | 0.07% | 166 |
|