TCW Group’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 | $6.82M | Sell |
89,720
-2,300
| -2% | -$175K | 0.05% | 152 |
|
|
2025
Q1 | $5.94M | Sell |
92,020
-30,780
| -25% | -$1.99M | 0.05% | 175 |
|
|
2024
Q4 | $8.58M | Sell |
122,800
-40,600
| -25% | -$2.84M | 0.07% | 146 |
|
|
2024
Q3 | $10.3M | Sell |
163,400
-52,700
| -24% | -$3.31M | 0.09% | 129 |
|
|
2024
Q2 | $12.4M | Sell |
216,100
-74,400
| -26% | -$4.25M | 0.11% | 119 |
|
|
2024
Q1 | $15.7M | Hold |
290,500
| – | – | 0.16% | 110 |
|
|
2023
Q4 | $15.9M | Hold |
290,500
| – | – | 0.18% | 109 |
|
|
2023
Q3 | $11M | Buy |
290,500
+123,100
| +74% | +$4.66M | 0.14% | 124 |
|
|
2023
Q2 | $6.6M | Buy |
167,400
+24,200
| +17% | +$954K | 0.07% | 158 |
|
|
2023
Q1 | $5.29M | Buy |
+143,200
| New | +$5.29M | 0.07% | 164 |
|
|
2021
Q4 | – | Sell |
-91,800
| Closed | -$4.73K | – | 321 |
|
|
2021
Q3 | $4.73K | Sell |
91,800
-300
| -0.3% | -$15 | 0.01% | 204 |
|
|
2021
Q2 | $4.27M | Sell |
92,100
-104,800
| -53% | -$4.86M | 0.04% | 216 |
|
|
2021
Q1 | $9.26M | Sell |
196,900
-107,300
| -35% | -$5.04M | 0.09% | 151 |
|
|
2020
Q4 | $11.4M | Hold |
304,200
| – | – | 0.1% | 128 |
|
|
2020
Q3 | $7.09M | Buy |
304,200
+20,000
| +7% | +$466K | 0.08% | 147 |
|
|
2020
Q2 | $6.28M | Hold |
284,200
| – | – | 0.07% | 148 |
|
|
2020
Q1 | $5.15M | Buy |
+284,200
| New | +$5.15M | 0.07% | 152 |
|
|
2017
Q1 | – | Sell |
-19,000
| Closed | -$542K | – | 404 |
|
|
2016
Q4 | $542K | Buy |
+19,000
| New | +$542K | ﹤0.01% | 613 |
|