Davis Asset Management’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
Q2 | $111M | Hold |
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|
2025
Q1 | $94M | Hold |
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|
2024
Q4 | $102M | Sell |
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|
2024
Q3 | $94.3M | Hold |
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|
2024
Q2 | $85.7M | Hold |
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|
2024
Q1 | $81.1M | Hold |
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|
2023
Q4 | $81.9M | Hold |
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|
2023
Q3 | $56.8M | Buy |
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|
2023
Q2 | $56.2M | Buy |
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|
2023
Q1 | $44.3M | Buy |
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|
2022
Q4 | $38.7M | Buy |
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|
2022
Q3 | $29.7M | Hold |
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|
2022
Q2 | $31.1M | Buy |
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|
2022
Q1 | $36M | Buy |
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|
2021
Q4 | $41.9M | Buy |
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|
2021
Q3 | $31.3M | Hold |
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|
2021
Q2 | $31.3M | Hold |
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|
2021
Q1 | $31.8M | Hold |
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|
2020
Q4 | $25.4M | Buy |
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|
2020
Q3 | $13.7M | Buy |
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|
2020
Q2 | $4.38M | Hold |
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|
2020
Q1 | $3.6M | Hold |
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|
2019
Q4 | $6.01M | Hold |
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|
2019
Q3 | $5.49M | Hold |
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|
2019
Q2 | $5.41M | Hold |
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|
2019
Q1 | $5.75M | Hold |
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|
2018
Q4 | $5M | Sell |
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|
2018
Q3 | $6.96M | Sell |
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|
2018
Q2 | $33.8M | Sell |
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|
2018
Q1 | $60.8M | Sell |
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|
2017
Q4 | $59.8M | Hold |
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|
2017
Q3 | $56.9M | Hold |
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|
2017
Q2 | $47.4M | Buy |
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|
2017
Q1 | $49M | Hold |
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|
2016
Q4 | $53.5M | Buy |
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|
2016
Q3 | $40.9M | Buy |
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|
2016
Q2 | $29.6M | Buy |
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|
2016
Q1 | $33.5M | Buy |
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|
2015
Q4 | $29.9M | Buy |
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|
2015
Q3 | $42.5M | Buy |
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|
2015
Q2 | $33.7M | Buy |
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|
2015
Q1 | $21.7M | Buy |
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|
2014
Q4 | $16.7M | Buy |
|