Brandywine Global Investment Management’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 | $10.3M | Sell |
134,914
-5,200
| -4% | -$395K | 0.07% | 259 |
|
2025
Q1 | $9.04M | Sell |
140,114
-5,410
| -4% | -$349K | 0.07% | 272 |
|
2024
Q4 | $10.2M | Sell |
145,524
-6,617
| -4% | -$462K | 0.07% | 256 |
|
2024
Q3 | $9.87M | Sell |
152,141
-4,200
| -3% | -$272K | 0.07% | 267 |
|
2024
Q2 | $8.93M | Sell |
156,341
-7,535
| -5% | -$431K | 0.07% | 282 |
|
2024
Q1 | $8.86M | Sell |
163,876
-1,230
| -0.7% | -$66.5K | 0.06% | 292 |
|
2023
Q4 | $9.01M | Sell |
165,106
-17,246
| -9% | -$942K | 0.07% | 271 |
|
2023
Q3 | $6.9M | Buy |
182,352
+130,529
| +252% | +$4.94M | 0.06% | 303 |
|
2023
Q2 | $2.04M | Buy |
51,823
+36
| +0.1% | +$1.42K | 0.02% | 543 |
|
2023
Q1 | $1.91M | Sell |
51,787
-90
| -0.2% | -$3.32K | 0.02% | 555 |
|
2022
Q4 | $1.98M | Sell |
51,877
-1,554
| -3% | -$59.4K | 0.02% | 556 |
|
2022
Q3 | $1.83M | Sell |
53,431
-1,411
| -3% | -$48.3K | 0.02% | 553 |
|
2022
Q2 | $1.97M | Buy |
+54,842
| New | +$1.97M | 0.02% | 541 |
|
2021
Q4 | – | Sell |
-155,820
| Closed | -$8.03M | – | 702 |
|
2021
Q3 | $8.03M | Sell |
155,820
-12,409
| -7% | -$640K | 0.06% | 297 |
|
2021
Q2 | $7.8M | Sell |
168,229
-5,915
| -3% | -$274K | 0.06% | 324 |
|
2021
Q1 | $8.19M | Sell |
174,144
-8,633
| -5% | -$406K | 0.06% | 314 |
|
2020
Q4 | $6.86M | Sell |
182,777
-625
| -0.3% | -$23.5K | 0.06% | 317 |
|
2020
Q3 | $4.28M | Buy |
183,402
+65,496
| +56% | +$1.53M | 0.04% | 348 |
|
2020
Q2 | $2.6M | Buy |
117,906
+86,490
| +275% | +$1.91M | 0.03% | 424 |
|
2020
Q1 | $570K | Sell |
31,416
-1,626
| -5% | -$29.5K | 0.01% | 546 |
|
2019
Q4 | $993K | Buy |
33,042
+33,032
| +330,320% | +$993K | 0.01% | 569 |
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 814 |
|
2019
Q1 | – | Sell |
-204,313
| Closed | -$5.15M | – | 848 |
|
2018
Q4 | $5.15M | Sell |
204,313
-284
| -0.1% | -$7.15K | 0.04% | 363 |
|
2018
Q3 | $7.04M | Buy |
204,597
+19,050
| +10% | +$655K | 0.04% | 340 |
|
2018
Q2 | $7.59M | Sell |
185,547
-15,940
| -8% | -$652K | 0.05% | 318 |
|
2018
Q1 | $8.17M | Buy |
201,487
+47,802
| +31% | +$1.94M | 0.05% | 314 |
|
2017
Q4 | $4.6M | Sell |
153,685
-22,339
| -13% | -$668K | 0.03% | 458 |
|
2017
Q3 | $5.01M | Sell |
176,024
-17,133
| -9% | -$488K | 0.03% | 440 |
|
2017
Q2 | $4.58M | Sell |
193,157
-6,025
| -3% | -$143K | 0.03% | 450 |
|
2017
Q1 | $5.21M | Buy |
199,182
+2,079
| +1% | +$54.3K | 0.03% | 438 |
|
2016
Q4 | $5.63M | Sell |
197,103
-88,315
| -31% | -$2.52M | 0.04% | 424 |
|
2016
Q3 | $6.39M | Buy |
+285,418
| New | +$6.39M | 0.04% | 374 |
|
2013
Q3 | – | Sell |
-8,248
| Closed | -$95K | – | 985 |
|
2013
Q2 | $95K | Buy |
+8,248
| New | +$95K | ﹤0.01% | 837 |
|