A detailed history of Global Retirement Partners, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 245 shares of AX stock, worth $19,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 240 2.08%
Holding current value
$19,435
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$56.59 - $77.61 $282 - $388
5 Added 2.08%
245 $15,000
Q2 2024

Jul 23, 2024

SELL
$48.86 - $61.8 $1,221 - $1,545
-25 Reduced 9.43%
240 $13,000
Q1 2023

May 05, 2023

SELL
$34.0 - $51.14 $272 - $409
-8 Reduced 2.93%
265 $9,000
Q3 2022

Nov 03, 2022

BUY
$34.23 - $47.52 $205 - $285
6 Added 2.25%
273 $11,000
Q2 2022

Jul 15, 2022

BUY
$34.31 - $46.03 $274 - $368
8 Added 3.09%
267 $10,000
Q1 2022

Jul 14, 2022

BUY
$46.39 - $60.53 $12,015 - $15,677
259 New
259 $9,000
Q2 2021

Jul 15, 2021

SELL
$44.26 - $49.34 $5,753 - $6,414
-130 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$23.61 - $37.71 $3,069 - $4,902
130 New
130 $5,000

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 $4.76B
  • 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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