Wasatch Advisors’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 | $69.1M | Sell |
909,055
-105,001
| -10% | -$7.98M | 0.36% | 73 |
|
|
2025
Q1 | $65.4M | Sell |
1,014,056
-43,520
| -4% | -$2.81M | 0.37% | 71 |
|
|
2024
Q4 | $73.9M | Sell |
1,057,576
-97,161
| -8% | -$6.79M | 0.37% | 73 |
|
|
2024
Q3 | $72.6M | Buy |
1,154,737
+292,952
| +34% | +$18.4M | 0.36% | 76 |
|
|
2024
Q2 | $49.3M | Sell |
861,785
-178,237
| -17% | -$10.2M | 0.26% | 88 |
|
|
2024
Q1 | $56.2M | Sell |
1,040,022
-28,187
| -3% | -$1.52M | 0.29% | 85 |
|
|
2023
Q4 | $58.3M | Sell |
1,068,209
-141,277
| -12% | -$7.71M | 0.32% | 78 |
|
|
2023
Q3 | $45.8M | Sell |
1,209,486
-278,856
| -19% | -$10.6M | 0.29% | 81 |
|
|
2023
Q2 | $58.7M | Sell |
1,488,342
-67,525
| -4% | -$2.66M | 0.36% | 73 |
|
|
2023
Q1 | $57.4M | Buy |
1,555,867
+177,729
| +13% | +$6.56M | 0.36% | 75 |
|
|
2022
Q4 | $52.7M | Buy |
1,378,138
+6,298
| +0.5% | +$241K | 0.35% | 74 |
|
|
2022
Q3 | $47M | Sell |
1,371,840
-285,991
| -17% | -$9.79M | 0.33% | 81 |
|
|
2022
Q2 | $59.4M | Sell |
1,657,831
-173,971
| -9% | -$6.24M | 0.38% | 75 |
|
|
2022
Q1 | $85M | Buy |
1,831,802
+26,763
| +1% | +$1.24M | 0.42% | 69 |
|
|
2021
Q4 | $101M | Sell |
1,805,039
-115,198
| -6% | -$6.44M | 0.41% | 72 |
|
|
2021
Q3 | $99M | Buy |
1,920,237
+176,193
| +10% | +$9.08M | 0.4% | 80 |
|
|
2021
Q2 | $80.9M | Buy |
1,744,044
+299,996
| +21% | +$13.9M | 0.33% | 87 |
|
|
2021
Q1 | $67.9M | Buy |
1,444,048
+112,457
| +8% | +$5.29M | 0.3% | 86 |
|
|
2020
Q4 | $50M | Sell |
1,331,591
-8,862
| -0.7% | -$333K | 0.25% | 97 |
|
|
2020
Q3 | $31.2M | Buy |
1,340,453
+392,996
| +41% | +$9.16M | 0.2% | 112 |
|
|
2020
Q2 | $20.9M | Sell |
947,457
-48,626
| -5% | -$1.07M | 0.15% | 120 |
|
|
2020
Q1 | $18.1M | Sell |
996,083
-49,280
| -5% | -$893K | 0.19% | 101 |
|
|
2019
Q4 | $31.7M | Buy |
1,045,363
+224,925
| +27% | +$6.81M | 0.26% | 89 |
|
|
2019
Q3 | $22.7M | Buy |
820,438
+96,130
| +13% | +$2.66M | 0.22% | 98 |
|
|
2019
Q2 | $19.7M | Buy |
724,308
+112,179
| +18% | +$3.06M | 0.19% | 106 |
|
|
2019
Q1 | $17.7M | Buy |
612,129
+134,904
| +28% | +$3.91M | 0.19% | 93 |
|
|
2018
Q4 | $12M | Buy |
477,225
+78,289
| +20% | +$1.97M | 0.16% | 101 |
|
|
2018
Q3 | $13.7M | Sell |
398,936
-17,380
| -4% | -$598K | 0.16% | 100 |
|
|
2018
Q2 | $17M | Sell |
416,316
-42,931
| -9% | -$1.76M | 0.21% | 89 |
|
|
2018
Q1 | $18.6M | Sell |
459,247
-108,119
| -19% | -$4.38M | 0.24% | 80 |
|
|
2017
Q4 | $17M | Sell |
567,366
-80,919
| -12% | -$2.42M | 0.23% | 86 |
|
|
2017
Q3 | $18.5M | Buy |
648,285
+15,338
| +2% | +$437K | 0.25% | 87 |
|
|
2017
Q2 | $15M | Buy |
632,947
+259,310
| +69% | +$6.15M | 0.21% | 92 |
|
|
2017
Q1 | $9.76M | Sell |
373,637
-28,859
| -7% | -$754K | 0.14% | 114 |
|
|
2016
Q4 | $11.5M | Sell |
402,496
-438,428
| -52% | -$12.5M | 0.17% | 103 |
|
|
2016
Q3 | $18.8M | Buy |
840,924
+474,753
| +130% | +$10.6M | 0.28% | 86 |
|
|
2016
Q2 | $6.49M | Buy |
366,171
+284,171
| +347% | +$5.03M | 0.1% | 174 |
|
|
2016
Q1 | $1.76M | Buy |
82,000
+46,000
| +128% | +$986K | 0.03% | 267 |
|
|
2015
Q4 | $758K | Hold |
36,000
| – | – | 0.01% | 345 |
|
|
2015
Q3 | $1.16M | Sell |
36,000
-12,000
| -25% | -$386K | 0.02% | 321 |
|
|
2015
Q2 | $1.27M | Buy |
48,000
+8,000
| +20% | +$212K | 0.01% | 332 |
|
|
2015
Q1 | $930K | Hold |
40,000
| – | – | 0.01% | 348 |
|
|
2014
Q4 | $778K | Hold |
40,000
| – | – | 0.01% | 360 |
|
|
2014
Q3 | $727K | Hold |
40,000
| – | – | 0.01% | 377 |
|
|
2014
Q2 | $735K | Sell |
40,000
-20,000
| -33% | -$368K | 0.01% | 376 |
|
|
2014
Q1 | $1.29M | Sell |
60,000
-392,648
| -87% | -$8.42M | 0.01% | 357 |
|
|
2013
Q4 | $8.88M | Sell |
452,648
-56,200
| -11% | -$1.1M | 0.09% | 200 |
|
|
2013
Q3 | $8.25M | Sell |
508,848
-165,436
| -25% | -$2.68M | 0.09% | 205 |
|
|
2013
Q2 | $7.72M | Buy |
+674,284
| New | +$7.72M | 0.08% | 218 |
|