Epoch Investment Partners’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 | $3.84M | Sell |
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|
2025
Q2 | $3.45M | Sell |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $7.83M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $36.9M | Buy |
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|
2023
Q1 | $27.9M | Sell |
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|
2022
Q4 | $33.7M | Sell |
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|
2022
Q3 | $31.5M | Sell |
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|
2022
Q2 | $33.5M | Sell |
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|
2022
Q1 | $43.4M | Buy |
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|
2021
Q4 | $46.7M | Sell |
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|
2021
Q3 | $55.2M | Buy |
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|
2021
Q2 | $49.5M | Sell |
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|
2021
Q1 | $62.9M | Sell |
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|
2020
Q4 | $69.7M | Sell |
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|
2020
Q3 | $47M | Sell |
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|
2020
Q2 | $45.5M | Sell |
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|
2020
Q1 | $41M | Buy |
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|
2019
Q4 | $64.6M | Sell |
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|
2019
Q3 | $61.9M | Buy |
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|
2019
Q2 | $47.1M | Buy |
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|
2019
Q1 | $41.5M | Sell |
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|
2018
Q4 | $38M | Buy |
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|
2018
Q3 | $47.2M | Buy |
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|
2018
Q2 | $19.3K | Buy |
|