Waterloo Capital’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $539K | Buy |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $234K | Buy |
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