A detailed history of Clearstead Advisors, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 642 shares of AX stock, worth $54,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
642
Previous 694 7.49%
Holding current value
$54,351
Previous $39,000 2.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$56.59 - $77.61 $2,942 - $4,035
-52 Reduced 7.49%
642 $40,000
Q2 2024

Aug 09, 2024

BUY
$48.86 - $61.8 $684 - $865
14 Added 2.06%
694 $39,000
Q1 2024

May 14, 2024

SELL
$49.23 - $56.88 $263,183 - $304,080
-5,346 Reduced 88.72%
680 $36,000
Q4 2023

Feb 12, 2024

BUY
$33.36 - $56.8 $8,673 - $14,768
260 Added 4.51%
6,026 $329,000
Q4 2022

Feb 14, 2023

BUY
$34.82 - $42.64 $8,565 - $10,489
246 Added 4.46%
5,766 $220,000
Q2 2022

Aug 12, 2022

SELL
$34.31 - $46.03 $51,465 - $69,045
-1,500 Reduced 21.37%
5,520 $198,000
Q4 2019

Feb 11, 2020

BUY
$26.49 - $30.71 $185,959 - $215,584
7,020 New
7,020 $213,000

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 $5.08B
  • 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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