Ategra Capital Management, LLC Axos Financial, Inc. Transaction History

Ategra Capital Management, LLC

  • $151 Billion
  • Q4 2024

A detailed history of Ategra Capital Management, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Ategra Capital Management, LLC holds 214,280 shares of AX stock, worth $14.6 Million. This represents 9.9% of its overall portfolio holdings.

Number of Shares
214,280
Previous 144,842 47.94%
Holding current value
$14.6 Million
Previous $9.11 Billion 64.34%
% of portfolio
9.9%
Previous 6.47%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$59.93 - $86.6 $4.16 Million - $6.01 Million
69,438 Added 47.94%
214,280 $15 Billion
Q3 2024

Nov 13, 2024
BUY
$56.59 - $77.61 $8.2 Million - $11.2 Million
144,842 New
144,842 $9.11 Billion
Q2 2024

Feb 13, 2025
SELL
$48.86 - $61.8 $1.91 Million - $2.41 Million
-39,046 Reduced 13.69%
246,237 $14.1 Billion
Q1 2024

Feb 13, 2025
SELL
$49.23 - $56.88 $9,206 - $10,636
-187 Reduced 0.07%
285,283 $15.4 Billion
Q4 2023

Feb 13, 2025
BUY
$33.36 - $56.8 $752,167 - $1.28 Million
22,547 Added 8.58%
285,470 $15.6 Billion
Q3 2023

Feb 13, 2025
BUY
$36.01 - $48.71 $97,983 - $132,539
2,721 Added 1.05%
262,923 $9.95 Billion
Q2 2023

Feb 13, 2025
SELL
$35.71 - $42.55 $1,535 - $1,829
-43 Reduced 0.02%
260,202 $10.3 Billion
Q1 2023

Feb 13, 2025
BUY
$34.0 - $51.14 $312,494 - $470,027
9,191 Added 3.66%
260,245 $9.61 Billion
Q4 2022

Feb 13, 2025
BUY
$34.82 - $42.64 $585,219 - $716,650
16,807 Added 7.17%
251,054 $9.6 Billion
Q3 2022

Feb 13, 2025
BUY
$34.23 - $47.52 $3.1 Million - $4.3 Million
90,553 Added 63.02%
234,247 $8.02 Billion
Q2 2022

Feb 13, 2025
BUY
$34.31 - $46.03 $3.39 Million - $4.54 Million
98,714 Added 219.46%
143,694 $5.15 Billion
Q1 2022

Feb 13, 2025
BUY
$46.39 - $60.53 $2.09 Million - $2.72 Million
44,980 New
44,980 $2.09 Billion
Q1 2021

Feb 13, 2025
SELL
$36.82 - $52.77 $4.62 Million - $6.63 Million
-125,558 Closed
0 $0
Q4 2020

Feb 13, 2025
SELL
$23.61 - $37.71 $598,914 - $956,589
-25,367 Reduced 16.81%
125,558 $4.71 Billion
Q3 2020

Feb 13, 2025
BUY
$19.55 - $25.38 $428,575 - $556,380
21,922 Added 16.99%
150,925 $3.52 Billion
Q2 2020

Feb 13, 2025
BUY
$14.86 - $25.25 $578,098 - $982,300
38,903 Added 43.18%
129,003 $2.85 Billion
Q1 2020

Feb 13, 2025
SELL
$14.59 - $30.45 $2.39 Million - $4.99 Million
-163,723 Reduced 64.5%
90,100 $1.63 Billion
Q4 2019

Feb 13, 2025
SELL
$26.49 - $30.71 $264,900 - $307,100
-10,000 Reduced 3.79%
253,823 $7.69 Billion
Q2 2019

Feb 13, 2025
SELL
$25.75 - $33.12 $761,118 - $978,960
-29,558 Reduced 10.07%
263,823 $7.19 Billion
Q1 2019

Feb 13, 2025
BUY
$25.05 - $33.21 $3.72 Million - $4.93 Million
148,539 Added 102.55%
293,381 $8.5 Billion

Others Institutions Holding AX

# of Institutions
396
Shares Held
47.7M
Call Options Held
613K
Put Options Held
543K
View Full List

About Axos Financial, Inc.

AX Quotes by TradingView
  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.09B
  • 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...
More about AX
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