Orchard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Sell |
22,208
-17,466
| -44% | -$1.59M | 2.47% | 20 |
|
|
2025
Q4 | $3.42M | Buy |
39,674
+635
| +2% | +$52.3K | 2.97% | 7 |
|
|
2025
Q3 | $3.3M | Buy |
39,039
+1,153
| +3% | +$100K | 4.36% | 5 |
|
|
2025
Q2 | $2.88M | Sell |
37,886
-61,013
| -62% | -$4.12M | 3.19% | 7 |
|
|
2025
Q1 | $6.38M | Sell |
98,899
-31,258
| -24% | -$2.12M | 4.36% | 7 |
|
|
2024
Q4 | $9.21M | Sell |
130,157
-7,315
| -5% | -$534K | 3.63% | 12 |
|
|
2024
Q3 | $8.57M | Sell |
137,472
-18,047
| -12% | -$1.19M | 2.95% | 18 |
|
|
2024
Q2 | $8.89M | Sell |
155,519
-2,021
| -1% | -$110K | 2.68% | 20 |
|
|
2024
Q1 | $8.51M | Sell |
157,540
-155,773
| -50% | -$8.2M | 2.5% | 20 |
|
|
2023
Q4 | $17.1M | Buy |
313,313
+15,677
| +5% | +$654K | 5.36% | 1 |
|
|
2023
Q3 | $11.3M | Hold |
297,636
| – | – | 4.17% | 3 |
|
|
2023
Q2 | $11.7M | Sell |
297,636
-24,114
| -7% | -$934K | 3.95% | 3 |
|
|
2023
Q1 | $11.9M | Buy |
321,750
+10,000
| +3% | +$431K | 3.97% | 5 |
|
|
2022
Q4 | $11.9M | Hold |
311,750
| – | – | 3.99% | 6 |
|
|
2022
Q3 | $10.7M | Sell |
311,750
-157,121
| -34% | -$6.36M | 3.99% | 5 |
|
|
2022
Q2 | $19.4M | Buy |
468,871
+12,300
| +3% | +$473K | 6.07% | 2 |
|
|
2022
Q1 | $21.2M | Buy |
456,571
+10,000
| +2% | +$528K | 6.02% | 2 |
|
|
2021
Q4 | $25M | Hold |
446,571
| – | – | 7.32% | 2 |
|
|
2021
Q3 | $23M | Hold |
446,571
| – | – | 6.93% | 2 |
|
|
2021
Q2 | $20.7M | Buy |
446,571
+47,266
| +12% | +$2.21M | 5.98% | 2 |
|
|
2021
Q1 | $18.8M | Buy |
399,305
+37,593
| +10% | +$1.69M | 5.91% | 2 |
|
|
2020
Q4 | $13.6M | Buy |
+361,712
| New | +$11.4M | 5.79% | 2 |
|
Other funds holding AX
VPM
VCM
DAM
