Bofi Holding shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Bofi Holding (AX) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Bofi Holding
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All positions including Bofi Holding held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $26k | 661 | 39.44 |
2023-03-31 | $806k | 22k | 36.92 |
2022-12-31 | $822k | 22k | 38.22 |
2022-09-30 | $631k | 18k | 34.21 |
2022-06-30 | $644k | 18k | 35.83 |
2022-03-31 | $772k | 17k | 46.37 |
2021-12-31 | $839k | 15k | 55.93 |
2021-09-30 | $727k | 14k | 51.55 |
2021-06-30 | $662k | 14k | 46.39 |
2021-03-31 | $657k | 14k | 47.00 |
2020-12-31 | $527k | 14k | 37.51 |
2020-09-30 | $328k | 14k | 23.28 |
2020-06-30 | $317k | 14k | 22.06 |
2020-03-31 | $261k | 14k | 18.14 |
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