A detailed history of Van Hulzen Asset Management, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 27,345 shares of AX stock, worth $2.18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,345
Previous 26,449 3.39%
Holding current value
$2.18 Million
Previous $1.51 Million 13.69%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 12, 2024

BUY
$56.59 - $77.61 $50,704 - $69,538
896 Added 3.39%
27,345 $1.72 Million
Q2 2024

Aug 07, 2024

BUY
$48.86 - $61.8 $52,866 - $66,867
1,082 Added 4.27%
26,449 $1.51 Million
Q1 2024

May 06, 2024

BUY
$49.23 - $56.88 $98,016 - $113,248
1,991 Added 8.52%
25,367 $1.37 Million
Q4 2023

Feb 07, 2024

SELL
$33.36 - $56.8 $276,020 - $469,963
-8,274 Reduced 26.14%
23,376 $1.28 Million
Q3 2023

Nov 07, 2023

BUY
$36.01 - $48.71 $326,106 - $441,117
9,056 Added 40.08%
31,650 $1.2 Million
Q2 2023

Aug 03, 2023

BUY
$35.71 - $42.55 $414,521 - $493,920
11,608 Added 105.66%
22,594 $891,000
Q1 2023

Apr 28, 2023

BUY
$34.0 - $51.14 $49,946 - $75,124
1,469 Added 15.44%
10,986 $406,000
Q4 2022

Feb 13, 2023

BUY
$34.82 - $42.64 $17,096 - $20,936
491 Added 5.44%
9,517 $364,000
Q3 2022

Nov 08, 2022

BUY
$34.23 - $47.52 $10,405 - $14,446
304 Added 3.49%
9,026 $309,000
Q2 2022

Aug 04, 2022

SELL
$34.31 - $46.03 $164,619 - $220,851
-4,798 Reduced 35.49%
8,722 $313,000
Q1 2022

May 20, 2022

BUY
$46.39 - $60.53 $19,947 - $26,027
430 Added 3.28%
13,520 $627,000
Q4 2021

Feb 04, 2022

SELL
$51.04 - $62.14 $77,427 - $94,266
-1,517 Reduced 10.39%
13,090 $732,000
Q3 2021

Nov 12, 2021

SELL
$44.69 - $51.54 $3,932 - $4,535
-88 Reduced 0.6%
14,607 $753,000
Q2 2021

Aug 06, 2021

BUY
$44.26 - $49.34 $173,764 - $193,708
3,926 Added 36.46%
14,695 $682,000
Q1 2021

May 12, 2021

BUY
$36.82 - $52.77 $16,532 - $23,693
449 Added 4.35%
10,769 $506,000
Q4 2020

Feb 16, 2021

BUY
$23.61 - $37.71 $243,655 - $389,167
10,320 New
10,320 $387,000
Q1 2020

May 14, 2020

SELL
$14.59 - $30.45 $215,727 - $450,233
-14,786 Closed
0 $0
Q4 2019

Feb 12, 2020

SELL
$26.49 - $30.71 $9,880 - $11,454
-373 Reduced 2.46%
14,786 $448,000
Q3 2019

Oct 30, 2019

SELL
$24.31 - $29.48 $8,532 - $10,347
-351 Reduced 2.26%
15,159 $419,000
Q2 2019

Aug 08, 2019

SELL
$25.75 - $33.12 $2,961 - $3,808
-115 Reduced 0.74%
15,510 $423,000
Q1 2019

May 01, 2019

BUY
$25.05 - $33.21 $15,355 - $20,357
613 Added 4.08%
15,625 $452,000
Q4 2018

Feb 12, 2019

BUY
$24.43 - $36.09 $366,743 - $541,783
15,012 New
15,012 $378,000

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 $4.77B
  • 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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