OCM
Osterweis Capital Management’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
+84,960
| New | +$6.46M | 0.31% | 76 |
|
|
2019
Q3 | – | Sell |
-125,655
| Closed | -$3.42M | – | 111 |
|
|
2019
Q2 | $3.42M | Sell |
125,655
-78,880
| -39% | -$2.15M | 0.24% | 71 |
|
|
2019
Q1 | $5.92M | Buy |
204,535
+9,050
| +5% | +$262K | 0.37% | 65 |
|
|
2018
Q4 | $4.92M | Sell |
195,485
-64,885
| -25% | -$1.63M | 0.38% | 64 |
|
|
2018
Q3 | $8.95M | Buy |
260,370
+126,850
| +95% | +$4.36M | 0.57% | 56 |
|
|
2018
Q2 | $5.46M | Buy |
133,520
+17,915
| +15% | +$733K | 0.35% | 63 |
|
|
2018
Q1 | $4.69M | Sell |
115,605
-8,460
| -7% | -$343K | 0.33% | 57 |
|
|
2017
Q4 | $3.71M | Buy |
124,065
+52,455
| +73% | +$1.57M | 0.26% | 59 |
|
|
2017
Q3 | $2.04M | Buy |
+71,610
| New | +$2.04M | 0.15% | 72 |
|
|
2017
Q2 | – | Sell |
-163,607
| Closed | -$4.28M | – | 98 |
|
|
2017
Q1 | $4.28M | Sell |
163,607
-20,015
| -11% | -$523K | 0.33% | 47 |
|
|
2016
Q4 | $5.24M | Buy |
183,622
+114,622
| +166% | +$3.27M | 0.38% | 41 |
|
|
2016
Q3 | $1.55M | Buy |
+69,000
| New | +$1.55M | 0.09% | 64 |
|
|
2016
Q2 | – | Sell |
-114,467
| Closed | -$2.44M | – | 87 |
|
|
2016
Q1 | $2.44M | Buy |
+114,467
| New | +$2.44M | 0.14% | 40 |
|