Zurich Cantonal Bank’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 | $749K | Hold |
9,847
| – | – | ﹤0.01% | 1409 |
|
|
2025
Q1 | $635K | Hold |
9,847
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q4 | $688K | Buy |
9,847
+967
| +11% | +$67.5K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $558K | Hold |
8,880
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q2 | $507K | Hold |
8,880
| – | – | ﹤0.01% | 1482 |
|
|
2024
Q1 | $480K | Sell |
8,880
-1,549
| -15% | -$83.7K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $569K | Buy |
10,429
+1,124
| +12% | +$61.4K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $352K | Buy |
9,305
+1,587
| +21% | +$60.1K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $304K | Hold |
7,718
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q1 | $285K | Buy |
7,718
+1,986
| +35% | +$73.3K | ﹤0.01% | 1653 |
|
|
2022
Q4 | $219K | Sell |
5,732
-1,168
| -17% | -$44.6K | ﹤0.01% | 1767 |
|
|
2022
Q3 | $236K | Hold |
6,900
| – | – | ﹤0.01% | 1646 |
|
|
2022
Q2 | $247K | Hold |
6,900
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q1 | $320K | Sell |
6,900
-1,225
| -15% | -$56.8K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $454K | Buy |
8,125
+2,756
| +51% | +$154K | ﹤0.01% | 1510 |
|
|
2021
Q3 | $277K | Hold |
5,369
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q2 | $249K | Sell |
5,369
-728
| -12% | -$33.8K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $287K | Sell |
6,097
-1,093
| -15% | -$51.5K | ﹤0.01% | 1567 |
|
|
2020
Q4 | $270K | Buy |
7,190
+2,350
| +49% | +$88.2K | ﹤0.01% | 1648 |
|
|
2020
Q3 | $113K | Hold |
4,840
| – | – | ﹤0.01% | 1929 |
|
|
2020
Q2 | $107K | Buy |
4,840
+1,035
| +27% | +$22.9K | ﹤0.01% | 1906 |
|
|
2020
Q1 | $69K | Buy |
3,805
+943
| +33% | +$17.1K | ﹤0.01% | 1796 |
|
|
2019
Q4 | $87K | Hold |
2,862
| – | – | ﹤0.01% | 1797 |
|
|
2019
Q3 | $79K | Hold |
2,862
| – | – | ﹤0.01% | 1741 |
|
|
2019
Q2 | $78K | Hold |
2,862
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q1 | $83K | Sell |
2,862
-720
| -20% | -$20.9K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $90K | Buy |
3,582
+730
| +26% | +$18.3K | ﹤0.01% | 1664 |
|
|
2018
Q3 | $98K | Buy |
2,852
+307
| +12% | +$10.5K | ﹤0.01% | 1718 |
|
|
2018
Q2 | $104K | Sell |
2,545
-489
| -16% | -$20K | ﹤0.01% | 1614 |
|
|
2018
Q1 | $123K | Hold |
3,034
| – | – | ﹤0.01% | 1483 |
|
|
2017
Q4 | $91K | Buy |
3,034
+1,611
| +113% | +$48.3K | ﹤0.01% | 1622 |
|
|
2017
Q3 | $41K | Hold |
1,423
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q2 | $34K | Hold |
1,423
| – | – | ﹤0.01% | 1991 |
|
|
2017
Q1 | $37K | Hold |
1,423
| – | – | ﹤0.01% | 1958 |
|
|
2016
Q4 | $41K | Hold |
1,423
| – | – | ﹤0.01% | 1812 |
|
|
2016
Q3 | $32K | Buy |
1,423
+331
| +30% | +$7.44K | ﹤0.01% | 1942 |
|
|
2016
Q2 | $19K | Hold |
1,092
| – | – | ﹤0.01% | 2128 |
|
|
2016
Q1 | $23K | Hold |
1,092
| – | – | ﹤0.01% | 1930 |
|
|
2015
Q4 | $23K | Buy |
1,092
+684
| +168% | +$14.4K | ﹤0.01% | 1939 |
|
|
2015
Q3 | $13K | Buy |
408
+228
| +127% | +$7.27K | ﹤0.01% | 1718 |
|
|
2015
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 1893 |
|
|
2015
Q1 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 2022 |
|