A detailed history of Shaker Investments LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Shaker Investments LLC holds 439,653 shares of AX stock, worth $31.4 Million. This represents 11.55% of its overall portfolio holdings.

Number of Shares
439,653
Previous 460,000 4.42%
Holding current value
$31.4 Million
Previous $26.3 Million 5.12%
% of portfolio
11.55%
Previous 11.47%

Shares

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

Oct 10, 2024

SELL
$56.59 - $77.61 $1.15 Million - $1.58 Million
-20,347 Reduced 4.42%
439,653 $27.6 Million
Q2 2024

Jul 25, 2024

SELL
$48.86 - $61.8 $306,694 - $387,918
-6,277 Reduced 1.35%
460,000 $26.3 Million
Q1 2024

Apr 25, 2024

SELL
$49.23 - $56.88 $61,783 - $71,384
-1,255 Reduced 0.27%
466,277 $25.2 Million
Q4 2023

Jan 29, 2024

SELL
$33.36 - $56.8 $75,727 - $128,936
-2,270 Reduced 0.48%
467,532 $25.5 Million
Q3 2023

Oct 24, 2023

BUY
$36.01 - $48.71 $97,479 - $131,857
2,707 Added 0.58%
469,802 $17.8 Million
Q2 2023

Jul 25, 2023

SELL
$35.71 - $42.55 $283,358 - $337,634
-7,935 Reduced 1.67%
467,095 $18.4 Million
Q1 2023

Apr 20, 2023

BUY
$34.0 - $51.14 $64,736 - $97,370
1,904 Added 0.4%
475,030 $17.5 Million
Q4 2022

Feb 13, 2023

BUY
$34.82 - $42.64 $792,921 - $970,998
22,772 Added 5.06%
473,126 $18.1 Million
Q3 2022

Oct 19, 2022

BUY
$34.23 - $47.52 $2,464 - $3,421
72 Added 0.02%
450,354 $15.4 Million
Q2 2022

Jul 27, 2022

SELL
$34.31 - $46.03 $554,037 - $743,292
-16,148 Reduced 3.46%
450,282 $16.1 Million
Q1 2022

Apr 27, 2022

SELL
$46.39 - $60.53 $231,718 - $302,347
-4,995 Reduced 1.06%
466,430 $21.6 Million
Q4 2021

Feb 08, 2022

SELL
$51.04 - $62.14 $2.04 Million - $2.48 Million
-39,926 Reduced 7.81%
471,425 $26.4 Million
Q3 2021

Nov 08, 2021

SELL
$44.69 - $51.54 $950,466 - $1.1 Million
-21,268 Reduced 3.99%
511,351 $26.4 Million
Q2 2021

Aug 02, 2021

SELL
$44.26 - $49.34 $183,059 - $204,070
-4,136 Reduced 0.77%
532,619 $24.7 Million
Q1 2021

May 05, 2021

SELL
$36.82 - $52.77 $1.33 Million - $1.91 Million
-36,141 Reduced 6.31%
536,755 $25.2 Million
Q4 2020

Feb 10, 2021

SELL
$23.61 - $37.71 $1.63 Million - $2.61 Million
-69,123 Reduced 10.77%
572,896 $21.5 Million
Q3 2020

Nov 09, 2020

SELL
$19.55 - $25.38 $90,946 - $118,067
-4,652 Reduced 0.72%
642,019 $15 Million
Q2 2020

Aug 11, 2020

BUY
$14.86 - $25.25 $15,885 - $26,992
1,069 Added 0.17%
646,671 $14.3 Million
Q1 2020

May 05, 2020

SELL
$14.59 - $30.45 $190,078 - $396,702
-13,028 Reduced 1.98%
645,602 $11.7 Million
Q4 2019

Feb 12, 2020

SELL
$26.49 - $30.71 $362,250 - $419,959
-13,675 Reduced 2.03%
658,630 $19.9 Million
Q3 2019

Oct 28, 2019

SELL
$24.31 - $29.48 $79,858 - $96,841
-3,285 Reduced 0.49%
672,305 $18.6 Million
Q2 2019

Aug 07, 2019

BUY
$25.75 - $33.12 $1.48 Million - $1.91 Million
57,599 Added 9.32%
675,590 $18.4 Million
Q1 2019

May 06, 2019

SELL
$25.05 - $33.21 $1.94 Million - $2.58 Million
-77,624 Reduced 11.16%
617,991 $17.9 Million
Q4 2018

Feb 06, 2019

SELL
$24.43 - $36.09 $147,312 - $217,622
-6,030 Reduced 0.86%
695,615 $17.5 Million
Q3 2018

Oct 30, 2018

BUY
$33.99 - $42.78 $23.8 Million - $30 Million
701,645 New
701,645 $24.1 Million

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 $4.29B
  • 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 Shaker Investments LLC Portfolio

Follow Shaker Investments 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 Shaker Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Investments LLC with notifications on news.