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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Bofi Holding by BerganKDV Wealth Management

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