A detailed history of Jfs Wealth Advisors, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 62 shares of AX stock, worth $4,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62
Previous 60 3.33%
Holding current value
$4,447
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$56.59 - $77.61 $113 - $155
2 Added 3.33%
62 $3,000
Q4 2023

Feb 07, 2024

BUY
$33.36 - $56.8 $400 - $681
12 Added 25.0%
60 $3,000
Q2 2023

Aug 07, 2023

SELL
$35.71 - $42.55 $285 - $340
-8 Reduced 14.29%
48 $1,000
Q1 2023

Apr 19, 2023

SELL
$34.0 - $51.14 $136 - $204
-4 Reduced 6.67%
56 $2,000
Q4 2022

Feb 13, 2023

BUY
$34.82 - $42.64 $243 - $298
7 Added 13.21%
60 $2,000
Q3 2022

Oct 21, 2022

BUY
$34.23 - $47.52 $273 - $380
8 Added 17.78%
53 $2,000
Q2 2022

Aug 02, 2022

BUY
$34.31 - $46.03 $343 - $460
10 Added 28.57%
45 $2,000
Q1 2022

May 02, 2022

BUY
$46.39 - $60.53 $649 - $847
14 Added 66.67%
35 $2,000
Q4 2021

Feb 03, 2022

BUY
$51.04 - $62.14 $1,071 - $1,304
21 New
21 $1,000

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 $4.3B
  • 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

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.