A detailed history of Ccg Wealth Management, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 15,200 shares of AX stock, worth $1.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
15,200
Previous 54,200 71.96%
Holding current value
$1.2 Million
Previous $3.1 Million 69.16%
% of portfolio
0.53%
Previous 1.72%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$56.59 - $77.61 $2.21 Million - $3.03 Million
-39,000 Reduced 71.96%
15,200 $955,000
Q2 2024

Jul 31, 2024

SELL
$48.86 - $61.8 $537 - $679
-11 Reduced 0.02%
54,200 $3.1 Million
Q1 2024

Apr 18, 2024

BUY
$49.23 - $56.88 $2.18 Million - $2.51 Million
44,200 Added 441.51%
54,211 $2.93 Million
Q4 2023

Jan 30, 2024

SELL
$33.36 - $56.8 $173,472 - $295,360
-5,200 Reduced 34.19%
10,011 $546,000
Q3 2023

Oct 10, 2023

SELL
$36.01 - $48.71 $36,010 - $48,710
-1,000 Reduced 6.17%
15,211 $575,000
Q2 2023

Jul 14, 2023

BUY
$35.71 - $42.55 $578,894 - $689,778
16,211 New
16,211 $639,000
Q4 2022

Jan 19, 2023

BUY
$34.82 - $42.64 $718,684 - $880,089
20,640 Added 5.89%
370,884 $0
Q3 2022

Oct 18, 2022

BUY
$34.23 - $47.52 $12 Million - $16.6 Million
350,244 New
350,244 $12 Million

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.75B
  • 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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