A detailed history of Steward Partners Investment Advisory, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,482 shares of AX stock, worth $164,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,482
Previous 3,501 29.11%
Holding current value
$164,655
Previous $189,000 25.4%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$48.86 - $61.8 $49,788 - $62,974
-1,019 Reduced 29.11%
2,482 $141,000
Q1 2024

May 15, 2024

BUY
$49.23 - $56.88 $36,380 - $42,034
739 Added 26.76%
3,501 $189,000
Q4 2023

Feb 12, 2024

BUY
$33.36 - $56.8 $9,340 - $15,904
280 Added 11.28%
2,762 $150,000
Q3 2023

Nov 13, 2023

BUY
$36.01 - $48.71 $10,298 - $13,931
286 Added 13.02%
2,482 $93,000
Q2 2023

Aug 14, 2023

BUY
$35.71 - $42.55 $16,855 - $20,083
472 Added 27.38%
2,196 $86,000
Q2 2022

Aug 04, 2022

BUY
$34.31 - $46.03 $30,364 - $40,736
885 Added 105.48%
1,724 $62,000
Q1 2022

May 02, 2022

BUY
$46.39 - $60.53 $33,400 - $43,581
720 Added 605.04%
839 $39,000
Q1 2020

Apr 29, 2020

SELL
$14.59 - $30.45 $16,428 - $34,286
-1,126 Reduced 90.44%
119 $2,000
Q4 2019

Jan 17, 2020

SELL
$26.49 - $30.71 $1,139 - $1,320
-43 Reduced 3.34%
1,245 $37,000
Q3 2019

Oct 30, 2019

SELL
$24.31 - $29.48 $4,108 - $4,982
-169 Reduced 11.6%
1,288 $35,000
Q2 2019

Jul 25, 2019

BUY
$25.75 - $33.12 $37,517 - $48,255
1,457 New
1,457 $39,000
Q4 2018

Jan 15, 2019

SELL
$24.43 - $36.09 $13,680 - $20,210
-560 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$33.99 - $42.78 $19,034 - $23,956
560 New
560 $19,000

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 $3.98B
  • 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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.