Orchard Capital Managment, LLC Axos Financial, Inc. Transaction History

Orchard Capital Managment, LLC

$136 Million
Q1 2025

A detailed history of Orchard Capital Managment, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Orchard Capital Managment, LLC holds 98,899 shares of AX stock, worth $8.4 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

98,899

Previous 130,157 24.02%

Holding current value

$8.4 Million

Previous $9.09 Million 29.82%

% of portfolio

4.68%

Previous 5.37%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$61.63 - $73.1 $1.93 Million - $2.28 Million	-31,258 Reduced 24.02%	98,899 $6.38 Million
Q4 2024 Feb 14, 2025	SELL	$59.93 - $86.6 $438,387 - $633,479	-7,315 Reduced 5.32%	130,157 $9.09 Million
Q3 2024 Nov 13, 2024	SELL	$56.59 - $77.61 $1.02 Million - $1.4 Million	-18,047 Reduced 11.6%	137,472 $8.64 Million
Q2 2024 Aug 13, 2024	SELL	$48.86 - $61.8 $98,746 - $124,897	-2,021 Reduced 1.28%	155,519 $8.89 Million
Q1 2024 May 14, 2024	SELL	$49.23 - $56.88 $7.67 Million - $8.86 Million	-155,773 Reduced 49.72%	157,540 $8.51 Million
Q4 2023 Feb 14, 2024	BUY	$33.36 - $56.8 $522,984 - $890,453	15,677 Added 5.27%	313,313 $17.1 Million
Q2 2023 Sep 01, 2023	SELL	$35.71 - $42.55 $9.66 Million - $11.5 Million	-270,379 Reduced 47.6%	297,636 $11.7 Million
Q2 2023 Aug 14, 2023	BUY	$35.71 - $42.55 $8.79 Million - $10.5 Million	246,265 Added 76.54%	568,015 $22.4 Million
Q1 2023 May 15, 2023	BUY	$34.0 - $51.14 $340,000 - $511,400	10,000 Added 3.21%	321,750 $11.9 Million
Q3 2022 Nov 15, 2022	SELL	$34.23 - $47.52 $5.38 Million - $7.47 Million	-157,121 Reduced 33.51%	311,750 $10.7 Million
Q2 2022 Aug 15, 2022	BUY	$34.31 - $46.03 $422,013 - $566,169	12,300 Added 2.69%	468,871 $19.4 Million
Q1 2022 May 16, 2022	BUY	$46.39 - $60.53 $463,900 - $605,300	10,000 Added 2.24%	456,571 $21.2 Million
Q2 2021 Aug 17, 2021	BUY	$44.26 - $49.34 $2.09 Million - $2.33 Million	47,266 Added 11.84%	446,571 $20.7 Million
Q1 2021 May 17, 2021	BUY	$36.82 - $52.77 $1.38 Million - $1.98 Million	37,593 Added 10.39%	399,305 $18.8 Million
Q4 2020 May 17, 2021	BUY	$23.61 - $37.71 $8.54 Million - $13.6 Million	361,712 New	361,712 $13.6 Million

Others Institutions Holding AX

# of Institutions

394

Shares Held

47.1M

Call Options Held

310K

Put Options Held

252K

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $5.09B
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...

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Orchard Capital Managment, LLC Axos Financial, Inc. Transaction History