Creative Planning Axos Financial, Inc. Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Axos Financial, Inc. stock. As of the latest transaction made, Creative Planning holds 4,126 shares of AX stock, worth $288,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,126

Holding current value

$288,778

% of portfolio

0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.93 - $86.6 $247,271 - $357,311	4,126 New	4,126 $288,000
Q2 2023 Jul 21, 2023	BUY	$35.71 - $42.55 $100,845 - $120,161	2,824 Added 33.04%	11,372 $448,000
Q1 2023 May 15, 2023	BUY	$34.0 - $51.14 $8,704 - $13,091	256 Added 3.09%	8,548 $315,000
Q4 2022 Feb 10, 2023	BUY	$34.82 - $42.64 $69 - $85	2 Added 0.02%	8,292 $316,000
Q3 2022 Nov 03, 2022	SELL	$34.23 - $47.52 $283,150 - $393,085	-8,272 Reduced 49.95%	8,290 $284,000
Q2 2022 Aug 15, 2022	BUY	$34.31 - $46.03 $343,202 - $460,438	10,003 Added 152.51%	16,562 $594,000
Q4 2021 Feb 11, 2022	SELL	$51.04 - $62.14 $70,180 - $85,442	-1,375 Reduced 17.33%	6,559 $367,000
Q3 2021 Nov 10, 2021	SELL	$44.69 - $51.54 $255,269 - $294,396	-5,712 Reduced 41.86%	7,934 $409,000
Q2 2021 Aug 04, 2021	BUY	$44.26 - $49.34 $603,971 - $673,293	13,646 New	13,646 $633,000
Q1 2020 May 05, 2020	SELL	$14.59 - $30.45 $871,548 - $1.82 Million	-59,736 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$26.49 - $30.71 $107,734 - $124,897	-4,067 Reduced 6.37%	59,736 $1.81 Million
Q3 2019 Nov 01, 2019	BUY	$24.31 - $29.48 $48,620 - $58,960	2,000 Added 3.24%	63,803 $1.76 Million
Q2 2019 Jul 26, 2019	SELL	$25.75 - $33.12 $572,680 - $736,588	-22,240 Reduced 26.46%	61,803 $1.68 Million
Q1 2019 Apr 24, 2019	SELL	$25.05 - $33.21 $18,261 - $24,210	-729 Reduced 0.86%	84,043 $2.43 Million
Q4 2018 Feb 01, 2019	SELL	$24.43 - $36.09 $431,042 - $636,771	-17,644 Reduced 17.23%	84,772 $2.14 Million
Q3 2018 Oct 25, 2018	BUY	$33.99 - $42.78 $3.48 Million - $4.38 Million	102,416 New	102,416 $3.52 Million

Others Institutions Holding AX

# of Institutions

395

Shares Held

47.7M

Call Options Held

631K

Put Options Held

553K

Black Rock Inc. New York, NY

8.19M
Shares

$573 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

6.13M
Shares

$429 Million
0.01% of portfolio
State Street Corp Boston, MA

3.33M
Shares

$233 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

2.58M
Shares

$181 Million
0.04% of portfolio
American Century Companies Inc Kansas City, MO

1.87M
Shares

$131 Million
0.08% of portfolio

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $4.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account