Advisor Group Holdings, Inc. Axos Financial, Inc. Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Axos Financial, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 5,080 shares of AX stock, worth $365,963. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,080

Previous 4,718 7.67%

Holding current value

$365,963

Previous $329,000 0.61%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$61.63 - $73.1 $22,310 - $26,462	362 Added 7.67%	5,080 $327,000
Q4 2024 Jun 06, 2025	SELL	$59.93 - $86.6 $63,825 - $92,229	-1,065 Reduced 20.96%	4,015 $280,000
Q4 2024 Feb 07, 2025	BUY	$59.93 - $86.6 $539 - $779	9 Added 0.19%	4,718 $329,000
Q3 2024 Nov 13, 2024	SELL	$56.59 - $77.61 $13,468 - $18,471	-238 Reduced 4.81%	4,709 $296,000
Q2 2024 Aug 13, 2024	SELL	$48.86 - $61.8 $40,846 - $51,664	-836 Reduced 14.46%	4,947 $282,000
Q1 2024 May 10, 2024	SELL	$49.23 - $56.88 $54,497 - $62,966	-1,107 Reduced 16.07%	5,783 $312,000
Q4 2023 Feb 12, 2024	SELL	$33.36 - $56.8 $144,515 - $246,057	-4,332 Reduced 38.6%	6,890 $376,000
Q3 2023 Nov 13, 2023	BUY	$36.01 - $48.71 $127,259 - $172,141	3,534 Added 45.97%	11,222 $424,000
Q2 2023 Aug 10, 2023	SELL	$35.71 - $42.55 $42,316 - $50,421	-1,185 Reduced 13.36%	7,688 $303,000
Q1 2023 May 12, 2023	SELL	$34.0 - $51.14 $365,908 - $550,368	-10,762 Reduced 54.81%	8,873 $327,000
Q4 2022 Feb 10, 2023	SELL	$34.82 - $42.64 $40,356 - $49,419	-1,159 Reduced 5.57%	19,635 $750,000
Q3 2022 Nov 14, 2022	BUY	$34.23 - $47.52 $74,279 - $103,118	2,170 Added 11.65%	20,794 $710,000
Q2 2022 Aug 10, 2022	BUY	$34.31 - $46.03 $107,802 - $144,626	3,142 Added 20.29%	18,624 $668,000
Q1 2022 May 04, 2022	BUY	$46.39 - $60.53 $121,680 - $158,770	2,623 Added 20.4%	15,482 $718,000
Q3 2021 Nov 05, 2021	BUY	$44.69 - $51.54 $89,335 - $103,028	1,999 Added 18.41%	12,859 $662,000
Q2 2021 Aug 02, 2021	BUY	$44.26 - $49.34 $81,084 - $90,390	1,832 Added 20.29%	10,860 $504,000
Q1 2021 May 13, 2021	SELL	$36.82 - $52.77 $16,789 - $24,063	-456 Reduced 4.81%	9,028 $424,000
Q4 2020 Feb 10, 2021	SELL	$23.61 - $37.71 $195,632 - $312,465	-8,286 Reduced 46.63%	9,484 $356,000
Q3 2020 Nov 12, 2020	BUY	$19.55 - $25.38 $14,251 - $18,502	729 Added 4.28%	17,770 $414,000
Q2 2020 Aug 14, 2020	SELL	$14.86 - $25.25 $19,867 - $33,759	-1,337 Reduced 7.28%	17,041 $376,000
Q1 2020 May 18, 2020	BUY	$14.59 - $30.45 $268,135 - $559,610	18,378 New	18,378 $334,000

Others Institutions Holding AX

# of Institutions

385

Shares Held

47.3M

Call Options Held

310K

Put Options Held

252K

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $4.32B
Description
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...

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Advisor Group Holdings, Inc. Axos Financial, Inc. Transaction History