Osterweis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.42M | Sell |
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|
2019
Q1 | $5.92M | Buy |
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|
2018
Q4 | $4.92M | Sell |
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|
2018
Q3 | $8.95M | Buy |
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|
2018
Q2 | $5.46M | Buy |
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|
2018
Q1 | $4.68M | Sell |
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|
2017
Q4 | $3.71M | Buy |
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|
2017
Q3 | $2.04M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4.28M | Sell |
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|
2016
Q4 | $5.24M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.44M | Buy |
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