Everence Capital 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 | $405K | Hold |
5,330
| – | – | 0.03% | 442 |
|
|
2025
Q1 | $344K | Hold |
5,330
| – | – | 0.02% | 512 |
|
|
2024
Q4 | $372K | Sell |
5,330
-3,260
| -38% | -$228K | 0.02% | 481 |
|
|
2024
Q3 | $540K | Hold |
8,590
| – | – | 0.03% | 407 |
|
|
2024
Q2 | $435 | Hold |
8,590
| – | – | 0.03% | 426 |
|
|
2024
Q1 | $464 | Hold |
8,590
| – | – | 0.03% | 427 |
|
|
2023
Q4 | $469K | Hold |
8,590
| – | – | 0.03% | 419 |
|
|
2023
Q3 | $325 | Hold |
8,590
| – | – | 0.03% | 517 |
|
|
2023
Q2 | $325K | Hold |
8,590
| – | – | 0.03% | 495 |
|
|
2023
Q1 | $317 | Hold |
8,590
| – | – | 0.03% | 516 |
|
|
2022
Q4 | $328 | Hold |
8,590
| – | – | 0.03% | 507 |
|
|
2022
Q3 | $294K | Hold |
8,590
| – | – | 0.03% | 521 |
|
|
2022
Q2 | $308K | Hold |
8,590
| – | – | 0.03% | 508 |
|
|
2022
Q1 | $398K | Hold |
8,590
| – | – | 0.03% | 483 |
|
|
2021
Q4 | $480K | Hold |
8,590
| – | – | 0.04% | 437 |
|
|
2021
Q3 | $443K | Hold |
8,590
| – | – | 0.04% | 434 |
|
|
2021
Q2 | $398K | Hold |
8,590
| – | – | 0.03% | 469 |
|
|
2021
Q1 | $404K | Hold |
8,590
| – | – | 0.04% | 441 |
|
|
2020
Q4 | $322K | Hold |
8,590
| – | – | 0.03% | 488 |
|
|
2020
Q3 | $200K | Buy |
+8,590
| New | +$200K | 0.02% | 584 |
|
|
2020
Q1 | – | Sell |
-7,150
| Closed | -$217K | – | 640 |
|
|
2019
Q4 | $217K | Buy |
+7,150
| New | +$217K | 0.03% | 589 |
|
|
2019
Q2 | – | Sell |
-7,150
| Closed | -$207K | – | 646 |
|
|
2019
Q1 | $207K | Buy |
+7,150
| New | +$207K | 0.04% | 540 |
|