Epoch Investment Partners’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
$3.45M Sell
45,391
-155,752
-77% -$11.8M 0.02% 212
2025
Q1
$13M Buy
201,143
+1,481
+0.7% +$95.6K 0.07% 198
2024
Q4
$13.9M Buy
199,662
+143,474
+255% +$10M 0.07% 193
2024
Q3
$3.53M Buy
56,188
+13,284
+31% +$835K 0.02% 228
2024
Q2
$2.45M Sell
42,904
-101,973
-70% -$5.83M 0.01% 245
2024
Q1
$7.83M Buy
+144,877
New +$7.83M 0.03% 259
2023
Q3
Sell
-934,813
Closed -$36.9M 421
2023
Q2
$36.9M Buy
934,813
+179,762
+24% +$7.09M 0.21% 160
2023
Q1
$27.9M Sell
755,051
-126,432
-14% -$4.67M 0.17% 179
2022
Q4
$33.7M Sell
881,483
-37,655
-4% -$1.44M 0.2% 160
2022
Q3
$31.5M Sell
919,138
-16,564
-2% -$567K 0.21% 153
2022
Q2
$33.5M Sell
935,702
-289
-0% -$10.4K 0.2% 164
2022
Q1
$43.4M Buy
935,991
+101,316
+12% +$4.7M 0.21% 148
2021
Q4
$46.7M Sell
834,675
-236,749
-22% -$13.2M 0.24% 144
2021
Q3
$55.2M Buy
1,071,424
+5,057
+0.5% +$261K 0.31% 107
2021
Q2
$49.5M Sell
1,066,367
-271,433
-20% -$12.6M 0.27% 117
2021
Q1
$62.9M Sell
1,337,800
-520,122
-28% -$24.5M 0.29% 117
2020
Q4
$69.7M Sell
1,857,922
-157,956
-8% -$5.93M 0.32% 112
2020
Q3
$47M Sell
2,015,878
-45,635
-2% -$1.06M 0.23% 122
2020
Q2
$45.5M Sell
2,061,513
-201,998
-9% -$4.46M 0.23% 123
2020
Q1
$41M Buy
2,263,511
+130,557
+6% +$2.37M 0.25% 117
2019
Q4
$64.6M Sell
2,132,954
-104,181
-5% -$3.15M 0.28% 122
2019
Q3
$61.9M Buy
2,237,135
+506,961
+29% +$14M 0.28% 117
2019
Q2
$47.1M Buy
1,730,174
+296,056
+21% +$8.07M 0.21% 117
2019
Q1
$41.5M Sell
1,434,118
-73,296
-5% -$2.12M 0.18% 121
2018
Q4
$38M Buy
1,507,414
+135,842
+10% +$3.42M 0.18% 128
2018
Q3
$47.2M Buy
1,371,572
+899,341
+190% +$30.9M 0.18% 122
2018
Q2
$19.3K Buy
+472,231
New +$19.3K 0.06% 193